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Adviser Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 24 26.32%
of those in investment advisory functions 17 21.43%
Registration SEC, Approved, 8/9/2019
Other registrations (1)
AUM* 2,106,616,732 76.78%
of that, discretionary 2,106,616,732 76.78%
Private Fund GAV* 2,106,616,732 76.78%
Avg Account Size 150,472,624 38.90%
SMA’s No
Private Funds 14 3
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 1B 851M 681M 511M 340M 170M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count14 GAV$2,106,616,732

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Brochure Summary

Overview

Long Ridge Capital Management, LP (“LRCM” or “the Firm”) is a Delaware limited partnership. LRCM is co-owned by Jim Brown (Founding Partner) and Kevin Bhatt (Managing Partner). The general partner of LRCM is Long Ridge Capital Management GP, LLC, also co-owned by Jim Brown and Kevin Bhatt. Jim Brown founded LRCM in 2007. LRCM provides discretionary investment advice to the following private equity funds: Long Ridge Equity Partners I, LP, Long Ridge Equity Offshore Partners I, LP (collectively “Fund I”), Long Ridge Equity Partners II, LP and Long Ridge Equity Partners II-B, LP (collectively “Fund II”), Long Ridge Equity Partners III, LP and Long Ridge Equity Partners III-B, LP (collectively “Fund III”), and Long Ridge Equity Partners IV, LP, Long Ridge Equity Partners IV-B, LP and Long Ridge Equity Partners IV-C, LP (collectively “Fund IV”), and their related co-investment vehicles and special purpose vehicles (collectively with Fund I, Fund II, Fund III and Fund IV the “Funds” or “clients”), The Funds seek significant long-term capital appreciation through private investments, utilizing an investment strategy that leverages the experience of LRCM partners and investment professionals. Long Ridge Equity
Partners, LLC is the general partner of Fund I and related co-investment entities, Long Ridge Equity Partners GP II, LP is the general partner of Fund II and related co-investment entities, Long Ridge Equity Partners GP III, LP is the general partner of Fund III and related co-investment entities, and Long Ridge Equity Partners GP IV, LP is the general partner of Fund IV and related co-investment entities (collectively, the “General Partners”). LRCM primarily targets companies for investment in the financial services and business services sectors. Such companies generally have enterprise values ranging from $10 million to $250 million that require equity investments between $5 million and $100 million. LRCM generally focuses on both minority and control investments, which are achieved using growth equity transactions, recapitalizations, leveraged acquisitions, restructurings, and build-ups. Assets Under Management As of December 31, 2023, LRCM had $2,106,616,732 of client assets under management on a discretionary basis. This includes the committed capital that may be called by the Funds from their respective limited partners. LRCM does not manage client assets on a non-discretionary basis.