Investment adviser · CRD 145795
ESSEX RIDGE CAPITAL GROUP, LLC
Investment adviser filing (IA)
ST. LOUIS, MO, United States · Form ADV filed Feb 11, 2026
- Regulatory AUM
- $146M Form ADV · Item 5.F
- Client accounts
- 51 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 7 | $146,264,395 | 100.0% |
Filing source
Form ADV 2052096 · Feb 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
5 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ESSEX RIDGE MULTI-STRATEGY, LLCHedge Fund · Last reported Mar 24, 2022$6.48MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
MILLHOUSE & NEAL, LLP
PCAOB 3993
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-9576672279
- Reported beneficial owners
- 5
- Minimum commitment
- $1M
- Form D file number
- 021-115765
Form ADV 1622904 · Mar 24, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ESSEX RIDGE LONG/SHORT EQUITIES, LLCHedge Fund · Last reported Mar 16, 2021$4.99MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
MILLHOUSE & NEAL, LLP
PCAOB 3993
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-7512542319
- Reported beneficial owners
- 5
- Minimum commitment
- $1M
- Form D file number
- 021-115770
Form ADV 1503112 · Mar 16, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ESSEX RIDGE SMALL CAP, LLCHedge Fund · Last reported Mar 24, 2022$474KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
MILLHOUSE & NEAL, LLP
PCAOB 3993
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-2658317641
- Reported beneficial owners
- 8
- Minimum commitment
- $1M
- Form D file number
- 021-115798
Form ADV 1622904 · Mar 24, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ESSEX RIDGE INTERNATIONAL, LLCHedge Fund · Last reported Mar 24, 2022$389KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
MILLHOUSE & NEAL, LLP
PCAOB 3993
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-8695607591
- Reported beneficial owners
- 8
- Minimum commitment
- $1M
- Form D file number
- 021-115783
Form ADV 1622904 · Mar 24, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ESSEX RIDGE LARGE CAP, LLCHedge Fund · Last reported Mar 24, 2022$389KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
MILLHOUSE & NEAL, LLP
PCAOB 3993
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-1118107656
- Reported beneficial owners
- 7
- Minimum commitment
- $1M
- Form D file number
- 021-9999999999
Form ADV 1622904 · Mar 24, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Feb 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
1401 S. BRENTWOOD BLVD., SUITE 800ST. LOUIS, MO, 63144, United States
CRD 145795
Filing source
Form ADV 2052096 · Feb 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.