West Ridge Capital Management L.L.C.

Although categorized as an investment manager that typically handles pooled or institutional assets, the firm reports approximately $1.64 million in discretionary assets under management and provides discretionary investment management and financial planning to individuals (including both non‑high‑net‑worth and high‑net‑worth clients), trusts, estates, businesses, and retirement plans. Services include customized portfolio construction, ongoing supervision, and written or verbal financial planning deliverables depending on the engagement.

The firm constructs portfolios primarily from individual equities, ETFs and mutual funds and generally follows a long‑term investment approach while permitting shorter‑term trades for rebalancing, cash needs, or tax management (including harvesting capital gains or losses). Investment selection draws on both fundamental and technical analysis, with continuous monitoring and the ability to adjust sector and asset class weightings or use cash positions as hedges.

Distinctive features for a firm of this size and type include its recent start as a single‑advisor advisory business with modest AUM and its explicit servicing of both non‑HNW and HNW individual clients—an uncommon client mix for its category. The firm’s principal holds an alternative‑investment credential (CAIA), the adviser does not charge performance‑based fees, and it participates on an institutional custody platform that provides technology and support the firm discloses as potential conflicts of interest.