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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-16-2002
- Office Locations
- 3
Office Locations
About Ridgewood Investments
Ridgewood Investments (est. 2002) is an RIA serving successful individuals and business owners with integrated financial planning and discretionary portfolio management. The firm emphasizes a disciplined, long-term, Buffett/Bogle-inspired approach and builds personalized investment roadmaps focused on risk management across market cycles. Portfolios are implemented primarily with ETFs and other funds, with custody commonly at Schwab.
Team overview
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Owner & Executives
KAUSHAL BHUPENDRA MAJMUDAR
Advisor, Chief Compliance Officer, Chief Investment Officer, Managing Member, President
- CRD
- #2527197
- Ownership
- 75% or more
AHALYA NAVA-MAJMUDAR
Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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VALERIE RUBIO LEMMON
Partner
- CRD
- #4250769
TERRANCE PATRICK MCGUIRE
Partner
- CRD
- #6102706
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $355,454,328 | $646,281 |
| Non-Discretionary | $63,717,836 | $2,450,686 |
| Total | $419,172,164 | $727,729 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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