The BEDFORD RIDGE CAPITAL is a privately held investment adviser that advises $3.54Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BEDFORD RIDGE CAPITAL is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 1,175.77% over the last 5-years.
The Group has been registered with the SEC for 5.38 years and is comprised of 1 filing and 1 relying advisers. They operate out of 1 office location with their Headquarters at 106 WEST 56TH STREET FLOOR 12, NEW YORK, NY. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees increased by 400% over the last 5-years.
Their $3.54Bn in assets advised are owned by 9 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $2.04Bn or 57.69% of Total Assets and Investment Companies (IC) own $1.5Bn or 42.31% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 6 Custodians and 7 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $1.25mn in assets.
The Group discloses advisory fees, management fees and performance-based fees.
BEDFORD RIDGE CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a MEDIUM-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In BEDFORD RIDGE CAPITAL's case, they have 14 business conditions that require high process maturity and 1 Watch Factors.