Vision Ridge Partners, LLC (Boulder)

Name: Vision Ridge Partners, LLC
Address: 1011 Walnut Street, Boulder, CO, 80302
Telephone: 720-616-6508

Vision Ridge Partners, LLC is a large advisory firm based in Boulder. It manages $1.18 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Colorado.

Vision Ridge Partners provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vision Ridge Partners: assets under management

The assets under management (AUM) of Vision Ridge Partners, LLC is $1.18 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 162% since the beginning of its operation, and $74.51 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.18 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $167.89 million each.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vision Ridge Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Vision Ridge Partners serves?

The firm provides services to charitable organizations and pooled investment vehicles. The largest group of clients of Vision Ridge Partners is pooled investment vehicles with 5 clients and $1.12 billion of assets under management. Among the 9 most similar advisory firms, Vision Ridge Partners has the 4th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.18 billion for 7 clients. 15% of the firm’s clients are foreign persons or businesses.

Vision Ridge Partners also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Vision Ridge Partners, LLC

The company employs 14 people that are either part- or full-time employees. 79 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Reuben Samuels Munger	Managing member	1 Apr 2008	75% - 100%	2786398
Duyen Kim Tran	Chief compliance officer and chief operating officer	1 Mar 2018	Other	6932587

Based in Boulder

The principal office where Vision Ridge Partners, LLC performs its advisory services is located at 1011 Walnut Street, Boulder, CO 80302, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 720-616-6508. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at vision-ridge.com/.