ESSEX RIDGE CAPITAL GROUP, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $146.3M |
| Discretionary | $146.3M100% of AUM |
| Client Accounts | 51 |
| Avg Account Size | $2.9M |
| Employees | 2 |
| Peak AUM | $151.6MMar 2022 |
AUM by Client Type
Total AUM
$146M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $146M | +6.5% | +4.4% | +1.5% | |
| Discretionary AUM | $146M | ||||
Key Metrics
| Total AUM | $146.3M |
| Discretionary | $146.3M |
| Employees | 2 |
| Client Accounts | 51 |
| Client Range | 1-10 |
Contact & Location
Address
1401 S. BRENTWOOD BLVD.
ST. LOUIS MO 63144
Phone
314-961-9405
Filing History
27 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$146M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported