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BEDFORD RIDGE CAPITAL

NEW YORK, NY · CRD 310102 · IAPD ↗ · bedfordridgecapital.com · 312-530-9983

$3.76BRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
14Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
October 2026 — BEDFORD RIDGE CAPITAL reported RAUM up 44% ($2.61B -> $3.76B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2026 — BEDFORD RIDGE CAPITAL reported RAUM up 102% ($1.29B -> $2.61B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — BEDFORD RIDGE CAPITAL crossed $1B in regulatory AUM ($801.5M -> $1.32B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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