A complete list of active advisors currently associated with Powder Ridge Capital LP
Warmer can help you find a great advisor at Powder Ridge Capital LP or one who fits your needs even better.
Powder Ridge Capital LP provides discretionary wealth advisory and investment management primarily to individuals, high-net-worth individuals, family offices and corporate or business entities, typically accepting new accounts at a $250,000 minimum (subject to waiver). The firm constructs portfolios limited to equities, bonds and ETFs and emphasizes U.S. equity markets in its advisory services. The adviser uses fundamental analysis to tailor portfolios to each client’s income statement, balance sheet and risk tolerance, actively managing accounts with the ability to hold concentrated positions (often fewer than 25 securities) and to adjust cash allocations materially in volatile markets. Powder Ridge generally aggregates trades, exercises discretionary trading authority, and reviews client accounts on a weekly to daily basis. Compared with many solo independent advisers, Powder Ridge discloses a performance-based fee option (a typical structure of a 2.00% management fee plus a 20% performance fee with a high-water mark) and acknowledges the side‑by‑side management conflicts that can arise from such arrangements. The brochure also describes trading in shorted securities and ETFs and related risks—indicating the adviser may employ strategies that involve short exposure or borrowing—and it explicitly lists both family office and corporate/business clients in addition to individual investors.
To learn more about the advisors currently working at Powder Ridge Capital LP, 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.
Name |
Location |
Years of experience |
|---|---|---|
Sagaponack, NY
| 5
|
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