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RIDGELINE RESEARCH LLC

· CRD 300807 · IAPD ↗ · acvetfs.com · 301-685-7171

$137.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

15
April 2025 — RIDGELINE RESEARCH LLC changed its website from ridgelineresearch.com to acvetfs.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2025 — RIDGELINE RESEARCH LLC reported RAUM up 42% ($80.3M -> $113.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2024 — RIDGELINE RESEARCH LLC reported RAUM up 135% ($34.2M -> $80.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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