← Tributary

LONG RIDGE EQUITY PARTNERS

NEW YORK, NY · CRD 163730 · IAPD ↗ · lrepllc.com · 212-951-8651

$2.10BRegulatory AUM
20Advisory reps
27Employees
0Clients
n/aPlanning clients
14Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2024 — LONG RIDGE EQUITY PARTNERS grew from 14 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — LONG RIDGE EQUITY PARTNERS reported RAUM up 77% ($1.19B -> $2.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.