DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
R•••••••• P••••••• M••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Feb 10, 2012 · 24 filings
SEC status approved since Mar 30, 2012
RAUM
$10B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
61
61 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
32
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$10B as of Mar 30, 2026
Mar 26, 2013$1.9B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 26, 20130 then
Employees (5.A)61 as of Mar 30, 2026
Mar 26, 201322 then
Private funds32 as of Mar 30, 2026
Mar 26, 20137 then
RAUM +24% over the last fiscal year+2.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $311MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$10B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 33reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
35 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R•••••••• E••••• P••••••• I••• L••• | Private Equity Fund | $2.5B | 90 | Mar 29, 2019 |
| R•••••••• E••••• P••••••• I•• L••• | Private Equity Fund | $2.3B | 156 | Mar 31, 2022 |
| R•••••••• E••••• P••••••• I•• L••• | Private Equity Fund | $603M | 39 | Mar 28, 2016 |
| R•••••••• E••••• P••••••• E••••• O••••••••• F•••• L••• | Private Equity Fund | $491M | 65 | Mar 28, 2018 |
| R•••••••• E••••• P••••••• H• C•• L••• | Private Equity Fund | $310M | 26 | Mar 28, 2024 |
| R•• C••••••• I•• T••• L••• | Private Equity Fund | $192M | 37 | Mar 31, 2021 |
| R•• C••••••• I•• A•• B••••••• L••• | Private Equity Fund | $157M | 14 | Mar 31, 2022 |
| R•• C••••••• I•• A••• L••• | Private Equity Fund | $133M | 15 | Mar 31, 2022 |
| R•• C••••••• I•• O•••• L••• | Private Equity Fund | $118M | 25 | Mar 31, 2022 |
| R•••••••• E••••• P••••••• I•••• L••• | Private Equity Fund | $115M | 14 | Mar 28, 2016 |
| R•••••••• E••••• P••••••• A••••••••• I•••• L••• | Private Equity Fund | $89.5M | 2 | Mar 30, 2023 |
| R•• R• C••••••• I••• B•••••• C••••••••• | Private Equity Fund | $82.6M | 10 | Mar 30, 2023 |
| R•• C••••••• I•••• O•••• L••• | Private Equity Fund | $79.8M | 15 | Mar 31, 2022 |
| R•• P•••••• C••••••• I•• L••• | Private Equity Fund | $78.8M | 21 | Mar 30, 2023 |
| R•••••••• E••••• P••••••• I••• L••• | Private Equity Fund | $63.5M | 29 | Mar 26, 2013 |
| R•••••••• P••••••• S•••••••• F••• I• L••• | Private Equity Fund | $61.5M | 18 | Mar 26, 2013 |
| R•••••••• E••••• P••••••• I• L••• | Private Equity Fund | $50.4M | 26 | Mar 26, 2013 |
| R•••••••• C••••••• F•••• L••• | Private Equity Fund | $50.3M | 9 | Mar 30, 2023 |
| R•••••••• E••••• P••••••• A••••••••• I••• L••• | Private Equity Fund | $42.1M | 86 | Mar 29, 2019 |
| R•• C••••••• I•••• O•••• L••• | Private Equity Fund | $22.9M | 1 | Mar 31, 2022 |
| R•••••••• E••••• P••••••• A••••••••• I•• L••• | Private Equity Fund | $17.6M | 65 | Mar 30, 2023 |
| R•• W•• C••••••• I•• L••• | Private Equity Fund | $14.1M | 19 | Mar 28, 2024 |
| R•••••••• E••••• P••••••• A••••••••• I•• L••• | Private Equity Fund | $8.9M | 35 | Mar 28, 2016 |
| B••• O• A•••••• C•••••• I•••••••• V• L••• | Private Equity Fund | $8.8M | 1 | Feb 10, 2012 |
| R•• P•••••• C••••••• I•••• L••• | Private Equity Fund | $7.0M | 1 | Mar 28, 2024 |
| R•••••••• E••••• P••••••• A••••••••• I•••• L••• | Private Equity Fund | $6.4M | 30 | Mar 28, 2016 |
| R•• W•• C••••••• I••• B•••••• C••••••••• | Private Equity Fund | $3.2M | 3 | Mar 28, 2024 |
| R•••••••• E••••• P••••••• A••••••••• I• L••• | Private Equity Fund | $2.2M | 24 | Mar 25, 2014 |
| R•• C••••••• H••••••• I•••• L••• | Private Equity Fund | $1.3M | 20 | Mar 29, 2017 |
| R•• C••••••• T••••• L••• | Private Equity Fund | $422,787 | 10 | Mar 28, 2018 |
| B••• O• A•••••• C•••••• I•••••••• S•••• L•••no longer reported | Private Equity Fund | $271,308 | 4 | Feb 10, 2012 |
| R•• C••••••• B•••••• I•••• L••• | Private Equity Fund | $228,334 | 2 | Mar 29, 2017 |
| B• C•••••• C••••••• L•••no longer reported | Private Equity Fund | $84,829 | 1 | Feb 10, 2012 |
| R•• C••••••• I•• A••• L••• | Private Equity Fund | $0 | 35 | Mar 31, 2021 |
| B••• O• A•••••• C•••••• I••••••••• L•••no longer reported | Private Equity Fund | $0 | 4 | Feb 10, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• E•••••• A••••• · Chief Compliance Officer, Chief Operating Officer, Chief Financial Officercontrolsince 05/2010 · owns less than 5%
Entity owners
- R•••••••• P••••••• M••••••••• H•••••••• L••• · Sole Member Of R•••••••• P••••••• M••••••••• L••direct · owns 75% or more
Related persons
Schedule D 7.A
- R•• C•••••••• G•• L••pooled vehicle sponsorn
- R•• C••••••• G• I•••• L••pooled vehicle sponsorn
- R•• C••••••• I•• A•• G•• L••pooled vehicle sponsorn
- R•• C••••••• I•• A•• G•• L••pooled vehicle sponsorn
- R•• C••••••• I•• O••• G•• L••pooled vehicle sponsorn
- R•• C••••••• I•• T•• G•• L••pooled vehicle sponsorn
- R•• R• C••••••• I• G•• L••pooled vehicle sponsorn
- R•• W•• C••••••• I• G•• L••pooled vehicle sponsorn
- R•••••••• C•••••• M••••••••• V• L•••pooled vehicle sponsorn
- R•••••••• E••••• E••••• M••••••••• L•••pooled vehicle sponsorn
- R•••••••• E••••• M••••••••• H• C•• L•••pooled vehicle sponsorn
- R•••••••• E••••• M••••••••• I• L•••pooled vehicle sponsorn
- R•••••••• E••••• M••••••••• I•• L•••pooled vehicle sponsorn
- R•••••••• E••••• M••••••••• I••• L•••pooled vehicle sponsorn
- R•••••••• E••••• M••••••••• I•• L•••pooled vehicle sponsorn
- R•••••••• S•••••••• M••••••••• I• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX1 employees
What changed
consecutive filings, newest first
- Accounts · 31 to 33Mar 31, 2025 to Mar 30, 2026
- Advisory employees · 60 to 61Mar 31, 2025 to Mar 30, 2026
- Pooled vehicle clients · 30 to 32Mar 31, 2025 to Mar 30, 2026
- Employees · 60 to 61Mar 31, 2025 to Mar 30, 2026
- Private funds · 30 to 32Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $8.3B to $10BMar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $8.2B to $10BMar 31, 2025 to Mar 30, 2026
- RAUM · $8.3B to $10BMar 31, 2025 to Mar 30, 2026
- Accounts · 33 to 31Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 58 to 60Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 32 to 30Mar 29, 2024 to Mar 31, 2025
- Employees · 58 to 60Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 32 to 30Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $7.6B to $8.3BMar 29, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $8.8M to $0Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $7.6B to $8.2BMar 29, 2024 to Mar 31, 2025
- RAUM · $7.6B to $8.3BMar 29, 2024 to Mar 31, 2025
- Accounts · 29 to 33Mar 30, 2023 to Mar 28, 2024
- Advisory employees · 54 to 58Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 28 to 32Mar 30, 2023 to Mar 28, 2024
- Employees · 54 to 58Mar 30, 2023 to Mar 28, 2024
- Private funds · 28 to 32Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $9.7B to $7.6BMar 30, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $7.8M to $8.8MMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $9.6B to $7.6BMar 30, 2023 to Mar 28, 2024
- RAUM · $9.7B to $7.6BMar 30, 2023 to Mar 28, 2024
- Advisory employees · 50 to 54Apr 20, 2022 to Mar 30, 2023
- Accounts · 24 to 29Apr 20, 2022 to Mar 30, 2023
- Pooled vehicle clients · 23 to 28Apr 20, 2022 to Mar 30, 2023
- Employees · 50 to 54Apr 20, 2022 to Mar 30, 2023
- Private funds · 23 to 28Apr 20, 2022 to Mar 30, 2023
- Discretionary RAUM · $6.8B to $9.7BApr 20, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $17.1M to $7.8MApr 20, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $6.8B to $9.6BApr 20, 2022 to Mar 30, 2023
- RAUM · $6.9B to $9.7BApr 20, 2022 to Mar 30, 2023
- Accounts · 18 to 24Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 51 to 50Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 17 to 23Mar 31, 2021 to Mar 31, 2022
- Employees · 51 to 50Mar 31, 2021 to Mar 31, 2022
Signals
3 dated events
- R•••••••• P••••••• M••••••••• L•• reported RAUM $9.7B, up 41% from $6.9B (2022-04-20 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- R•••••••• P••••••• M••••••••• L•• reported RAUM $6.9B, up 39% from $5.0B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- R•••••••• P••••••• M••••••••• L•• reported RAUM $4.3B, up 60% from $2.7B (2018-03-28 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- R•••••••• P••••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- R•••••••• P••••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/ridgemont-equity-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••://R•••••••••.NETreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 704/944-0914reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026