A complete list of active advisors currently associated with Legacy Ridge Capital Management, LLC

Warmer can help you find a great advisor at Legacy Ridge Capital Management, LLC or one who fits your needs even better.

Legacy Ridge provides discretionary portfolio management through separately managed accounts and serves as the general partner and adviser to a private limited partnership. Its clients include individual and high-net-worth investors, trusts, pension and profit-sharing plans, and business entities, and it offers both account management and pooled fund services. The firm follows a research-driven, bottom-up investment process with an owner’s mindset, emphasizing return on capital and long-term holdings on the long side while using focused short positions and limited pair-trading for risk management. For separate accounts it emphasizes long holding periods, minimizing transaction costs and direct security selection, while the fund pursues long/short equity strategies with active exposure and volatility controls. What distinguishes Legacy Ridge from many peers of similar size is that it operates a private fund as sponsor and general partner while also managing fee-based separate accounts on a side-by-side basis, a structure that gives rise to performance-based compensation and related allocation protocols. The firm discloses procedures to address those conflicts (including trade allocation and monitoring), maintains the capacity to enter into side-letter arrangements and limited-liquidity fund terms, and runs these activities with a small advisory team that also maintains outside business interests.

To learn more about the advisors currently working at Legacy Ridge Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.