AUMdb

Ridgewood Private Equity Partners, Llc

SEC-registered Investment Adviser CRD 283321 · SEC file 802-122920 · Montvale, NJ · ridgewoodprivateequitypartners.yolasite.com
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$149M $750M
Mar 24, 2016 Mar 31, 2021

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $75.5M combined gross assets

FundTypeDomicileGross assetsOwners
Rpep Energy Opportunities Fund Institutional Partners, L.P. Private Equity Fund Delaware $62.3M 7
Ridgewood Private Equity Partners Energy Opportunities Fund, Llc Private Equity Fund Delaware $13.2M 27

People (8)

NameRole / titleCredentialsWith firm sinceOwnership
Swanson, Robert, E Trustee Mar 2006 (20y) 75% or more of Swanson Family Control Trust (indirect)
Haggerty, Maria, Eugenia Vp Legal & Chief Compliance Officer Apr 2014 (12y) Less than 5%
Lissner, Samuel, Jurek Vice President Apr 2014 (12y) Less than 5%
Strasberg, Jeffrey, Howard Chief Financial Officer Apr 2014 (12y) Less than 5%
Swanson, Matthew, Elias Senior Managing Director Apr 2014 (12y) 10% – 25%
Swanson, Robert, Ernest Chairman Apr 2014 (12y) 75% or more
Posner, Ross, Maxwell Senior Managing Director Jun 2014 (12y) Less than 5%
Albrecht, Michael, Lawrence Managing Director Sep 2014 (12y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Swanson Family Control Trust, Robert E. Swanson Trustee Owner Apr 2014 A 75% or more

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (2, $75.5M gross assets)

FundTypeGross assetsMin. investmentOwners
Rpep Energy Opportunities Fund Institutional Partners, L.P. Private Equity Fund $62.3M $1.5M 7
Ridgewood Private Equity Partners Energy Opportunities Fund, Llc Private Equity Fund $13.2M $500K 27

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 869 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.

View current Form ADV (SEC/IAPD) ↗