E
CRD: 145795
Essex Ridge Capital Group, LLC
St. Louis, MO, 63144
3149619405
$146.3M Total AUM
$146.3M Disc. AUM
4.6% 3Y CAGR
2 Employees
7 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2007
- Office Locations
- 1
Office Locations
1401 S. Brentwood Blvd. Suite 800 St. Louis MO
About Essex Ridge Capital Group, LLC
Essex Ridge Capital Group, LLC is a St. Louis-based RIA. The firm has been operating for 18 years. Managing $146.3M in total assets under management, with 2 advisory representatives. They custody assets with Capital Group.
Team overview
-- AVG AGE
$73.1M AVG AUM / ADVISOR
$20.9M AVG AUM / CLIENT
18.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Fusion Foundation Vital summit
Client Personas
North
Investment Themes
Element vector
Investment Vehicles
Timber summit
Owner & Executives
J
JOHN CHRISTEN GOLTERMANN
Chief Compliance Officer
- CRD
- --
- Ownership
- 25% but less than 50%
(751) 471-9335
ember.oak@elementcapital.com
in linkedin.com/in/vector-momentum
D
DAVID TWIGGS MCGINNIS
Managing Director
- CRD
- --
- Ownership
- Less than 5%
(851) 611-2971
alpha.ember@fusioncapital.com
in linkedin.com/in/momentum-element
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,264,395 | $2,867,929 |
| Non-Discretionary | $0 | -- |
| Total | $146,264,395 | $2,867,929 |
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Separately Managed Accounts
Total SMA Asset: $146,264,395
Equity - Exchange:
72.7% Municipal Bonds:
27.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,766,248,376 | 72.7% |
| Municipal Bonds | $663,254,205 | 27.3% |
| Total | $2,429,502,581 | 100.0% |