Bedford Ridge Capital Lp
- Regulatory AUM
- $2.6B
- Discretionary
- $2.1B
- Clients
- 10
- Avg AUM / client
- $261M
- Accounts
- 12
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $2.1B | 82.0% |
| Other | Fewer than 5 clients | $470M | 18.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $455M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bedford Ridge Investment Co I Lp | Private Equity Fund | Delaware | $204M | 94 |
| Paulson Investment Company I Lp | Private Equity Fund | Cayman Islands | $166M | 243 |
| Paulson Esp Segregated Portfolio Company Ii | Private Equity Fund | Cayman Islands | $42.1M | 32 |
| Bedford Ridge Investment Co V Lp | Private Equity Fund | Delaware | $26.4M | 19 |
| Bedford Ridge Investment Co Ii Lp | Private Equity Fund | Delaware | $11.2M | 3 |
| Bedford Ridge Investment Co Iii Lp | Private Equity Fund | Delaware | $5.8M | 2 |
| Bedford Ridge Investment Co Iv Lp | Private Equity Fund | Delaware | $91.1K | 34 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Constantinides, Tina, Geny | Partner, Chief Operating Officer | Aug 2020 (6y) | Less than 5% | |
| Klaber, Andrew | President, Chief Executive Officer, Portfolio Manager | Aug 2020 (6y) | 75% or more | |
| Larsen Blount, Katherine | Partner, Chief Administrative Officer | Oct 2020 (6y) | Less than 5% | |
| Reidler, Michael | Partner, Chief Financial Officer | Oct 2020 (6y) | Less than 5% | |
| De La Roca, Nicole, Justine | Chief Compliance Officer | Jun 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bedford Ridge Capital Management Llc | General Partner | Sep 2020 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (7, $455M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bedford Ridge Investment Co I Lp | Private Equity Fund | $204M | $1.0M | 94 |
| Paulson Investment Company I Lp | Private Equity Fund | $166M | $1.0M | 243 |
| Paulson Esp Segregated Portfolio Company Ii | Private Equity Fund | $42.1M | $5.0M | 32 |
| Bedford Ridge Investment Co V Lp | Private Equity Fund | $26.4M | $1.0M | 19 |
| Bedford Ridge Investment Co Ii Lp | Private Equity Fund | $11.2M | $1.0M | 3 |
| Bedford Ridge Investment Co Iii Lp | Private Equity Fund | $5.8M | $1.0M | 2 |
| Bedford Ridge Investment Co Iv Lp | Private Equity Fund | $91.1K | $1.0M | 34 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.2 MB | 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- J.P. Morgan $81.3M (3% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗