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•••••••• I•••••••••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 291736SEC 801-122922websiteIAPD
Legal name R•••••••• I••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Nov 22, 2021 · 10 filings
SEC status approved since Jan 3, 2022
RAUM
$1.8B
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
17
15 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
9
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$1.8B as of Mar 30, 2026
Mar 31, 2022$691M then
HNW client RAUM$0 as of Mar 30, 2026
Mar 31, 2022$0 then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20220 then
Employees (5.A)17 as of Mar 30, 2026
Mar 31, 202214 then
Private funds9 as of Mar 30, 2026
Mar 31, 20228 then
RAUM -3.4% over the last fiscal year+7.4% 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
$202MderivedRAUM 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
-3.4%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$994M, 9 clientsreportedItem 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
  • 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$1.8B100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
9reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$994M for 9 clientsreported
Compensation
n/areported
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
      10 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • A•••••••• M••••••• L••••••• · Managing Partnercontrol
        since 01/2020 · owns less than 5%
      • H•••••••• M••••• E•••••• · Vp-Legal & Chief Compliance Officercontrol
        since 01/2017 · owns less than 5%
      • P•••••• R•••• M•••••• · Managing Partnercontrol
        since 01/2017 · owns less than 5%
      • S••••• J•••••••• B••••• · Cfocontrol
        since 01/2022 · owns less than 5%
      • S••••••• M••••••• E•••• · Founding Partnercontrol
        since 01/2017 · owns 10% to 25%
      Entity owners
      • S•••••• F••••• C•••••• T••••• M•••••• E• S•••••• T•••••• · Owner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      Advisers that list R•••••••• I••••••••• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • Montvale, NJ
      What changed
      consecutive filings, newest first
      • Advisory employees · 12 to 15
        Sep 16, 2025 to Mar 30, 2026
      • Assets in custody · $1.2B to $994M
        Sep 16, 2025 to Mar 30, 2026
      • Employees · 15 to 17
        Sep 16, 2025 to Mar 30, 2026
      • Discretionary RAUM · $1.9B to $1.8B
        Sep 16, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $1.9B to $1.8B
        Sep 16, 2025 to Mar 30, 2026
      • RAUM · $1.9B to $1.8B
        Sep 16, 2025 to Mar 30, 2026
      • Accounts · 11 to 9
        Aug 22, 2024 to Mar 31, 2025
      • Advisory activities · 2 to 1
        Aug 22, 2024 to Mar 31, 2025
      • Pooled vehicle clients · 10 to 9
        Aug 22, 2024 to Mar 31, 2025
      • Assets in custody · $940M to $1.2B
        Aug 22, 2024 to Mar 31, 2025
      • Financial planning clients · unset to
        Aug 22, 2024 to Mar 31, 2025
      • Private funds · 10 to 9
        Aug 22, 2024 to Mar 31, 2025
      • Discretionary RAUM · $1.7B to $1.9B
        Aug 22, 2024 to Mar 31, 2025
      • Non-discretionary RAUM · $13.8M to $0
        Aug 22, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $1.7B to $1.9B
        Aug 22, 2024 to Mar 31, 2025
      • RAUM · $1.7B to $1.9B
        Aug 22, 2024 to Mar 31, 2025
      • Pooled vehicle clients · 5 to 10
        Apr 1, 2024 to Apr 4, 2024
      • Pooled vehicle RAUM · $1.6B to $1.7B
        Apr 1, 2024 to Apr 4, 2024
      • Pooled vehicle clients · 10 to 5
        Mar 31, 2023 to Apr 1, 2024
      • Assets in custody · $481M to $940M
        Mar 31, 2023 to Apr 1, 2024
      • Discretionary RAUM · $1.5B to $1.7B
        Mar 31, 2023 to Apr 1, 2024
      • Non-discretionary RAUM · $13.0M to $13.8M
        Mar 31, 2023 to Apr 1, 2024
      • Pooled vehicle RAUM · $1.5B to $1.6B
        Mar 31, 2023 to Apr 1, 2024
      • RAUM · $1.5B to $1.7B
        Mar 31, 2023 to Apr 1, 2024
      • Accounts · 9 to 11
        Mar 31, 2022 to Mar 31, 2023
      • Advisory employees · 13 to 12
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle clients · 8 to 10
        Mar 31, 2022 to Mar 31, 2023
      • Assets in custody · $381M to $481M
        Mar 31, 2022 to Mar 31, 2023
      • Employees · 14 to 15
        Mar 31, 2022 to Mar 31, 2023
      • Private funds · 8 to 10
        Mar 31, 2022 to Mar 31, 2023
      • Discretionary RAUM · $677M to $1.5B
        Mar 31, 2022 to Mar 31, 2023
      • Non-discretionary RAUM · $13.6M to $13.0M
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $677M to $1.5B
        Mar 31, 2022 to Mar 31, 2023
      • RAUM · $691M to $1.5B
        Mar 31, 2022 to Mar 31, 2023
      • Accounts · 7 to 9
        Jan 7, 2022 to Mar 31, 2022
      • Advisory employees · 11 to 13
        Jan 7, 2022 to Mar 31, 2022
      • Pooled vehicle clients · 6 to 8
        Jan 7, 2022 to Mar 31, 2022
      • Assets in custody · $232M to $381M
        Jan 7, 2022 to Mar 31, 2022
      • Employees · 13 to 14
        Jan 7, 2022 to Mar 31, 2022
      • Private funds · 6 to 8
        Jan 7, 2022 to Mar 31, 2022
      Signals
      6 dated events
      • Ernest Robert Swanson (Manager) no longer on Schedule A of R•••••••• I••••••••• (listed 2023-03-31, absent 2024-04-01)
        Apr 1, 2024 · c•••••• person left · inference
      • R•••••••• I••••••••• reported RAUM $1.5B, up 113% from $690.7M (2022-03-31 to 2023-03-31)
        Mar 31, 2023 · RAUM change · derived
      • Ernest Robert Swanson (Manager) appeared on Schedule A of R•••••••• I•••••••••
        Jan 7, 2022 · c•••••• person joined · fact
      • Brumel Jennifer Scott (Cfo) appeared on Schedule A of R•••••••• I•••••••••
        Jan 7, 2022 · c•••••• person joined · fact
      • Howard Jeffrey Strasberg (Cfo) no longer on Schedule A of R•••••••• I••••••••• (listed 2021-11-22, absent 2022-01-07)
        Jan 7, 2022 · c•••••• person left · inference
      • R•••••••• I••••••••• filed its initial SEC registration (Form ADV)
        Nov 22, 2021 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/Ridgewood-Infrastructurereportedpublic record, Form ADV, Sep 18, 2026
      Website
      ridgewoodinfrastructure.weebly.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      212-867-0050reportedpublic 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