Investment adviser · CRD 157421

RIDGEMONT PARTNERS MANAGEMENT, LLC

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$10.3B
Form ADV · Item 5.F
Client accounts
33
Accounts, not individual clients
Employees
61
Reported in this filing
Advisory professionals
61
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles32$10,248,109,99599.9%
Other clientsFewer than 5$11,998,8440.1%
Filing source

Form ADV 2040893 · Mar 30, 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

40 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

RIDGEMONT EQUITY PARTNERS IV, L.P.Private Equity Fund · Last reported Mar 30, 2026$2.68BGross asset value

Form D fundraising filings

Ridgemont Equity Partners IV, L.P.

Fund administrator TMF GROUP CARY, North Carolina, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG LLP CHARLOTTE, North Carolina, United States
Custodian CITIZENS BANK, N.A. ST. PAUL, Minnesota, United States Related to adviser: No
Custodian COMERICA BANK WALTHAM, Massachusetts, United States Related to adviser: No
Custodian SIEMENS FINANCIAL SERVICES, INC. WILMINGTON, North Carolina, United States Related to adviser: No
Custodian TRUIST BANK CHARLOTTE, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

CITIZENS BANK, N.A.
LEI 5493004RS1R8ZQ6J8543

COMERICA BANK
LEI 70WY0ID1N53Q4254VH70

SIEMENS FINANCIAL SERVICES, INC.
LEI QA64D7SPBW7BJD2UJ156

TRUIST BANK
LEI JJKC32MCHWDI71265Z06

Fund details & source
Fund ID
805-3404321934
Reported beneficial owners
156
Minimum commitment
$5.91K
Form D file number
021-418625

Form ADV 2040893 · Mar 30, 2026 · 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.

RIDGEMONT EQUITY PARTNERS V-A, L.P.Private Equity Fund · Last reported Mar 30, 2026$2.25BGross asset value

Form D fundraising filings

Ridgemont Equity Partners V-A, L.P.

Fund administrator TMF GROUP CARY, North Carolina, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG LLP CHARLOTTE, North Carolina, United States
Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian CITIZENS BANK, N.A. ST. PAUL, Minnesota, United States Related to adviser: No
Custodian FIFTH THIRD BANK, N.A. CINCINNATI, Ohio, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian TRUIST BANK CHARLOTTE, North Carolina, United States Related to adviser: No
Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No
Marketer TAG ADVISERS LIMITED LONDON, United Kingdom Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

CITIZENS BANK, N.A.
LEI 5493004RS1R8ZQ6J8543

FIFTH THIRD BANK, N.A.
LEI QFROUN1UWUYU0DVIWD51

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

TRUIST BANK
LEI JJKC32MCHWDI71265Z06

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source
Fund ID
805-4440938993
Reported beneficial owners
115
Minimum commitment
$187K
Form D file number
021-550369

Form ADV 2040893 · Mar 30, 2026 · 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.

RIDGEMONT EQUITY PARTNERS V, L.P.Private Equity Fund · Last reported Mar 30, 2026$1.73BGross asset value

Form D fundraising filings

Ridgemont Equity Partners V, L.P.

Fund administrator TMF GROUP CARY, North Carolina, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG LLP CHARLOTTE, North Carolina, United States
Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian CITIZENS BANK, N.A. ST. PAUL, Minnesota, United States Related to adviser: No
Custodian FIFTH THIRD BANK, N.A. CINCINNATI, Ohio, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian TRUIST BANK CHARLOTTE, North Carolina, United States Related to adviser: No
Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No
Marketer TAG ADVISERS LIMITED LONDON, United Kingdom Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

CITIZENS BANK, N.A.
LEI 5493004RS1R8ZQ6J8543

FIFTH THIRD BANK, N.A.
LEI QFROUN1UWUYU0DVIWD51

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

TRUIST BANK
LEI JJKC32MCHWDI71265Z06

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source
Fund ID
805-3053437612
Reported beneficial owners
101
Minimum commitment
$100K
Form D file number
021-550370

Form ADV 2040893 · Mar 30, 2026 · 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.

RIDGEMONT EQUITY PARTNERS III, L.P.Private Equity Fund · Last reported Mar 30, 2026$1.35BGross asset value

Form D fundraising filings

Ridgemont Equity Partners III, L.P.

Fund administrator TMF GROUP CARY, North Carolina, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG LLP CHARLOTTE, North Carolina, United States
Custodian COMERICA BANK WALTHAM, Massachusetts, United States Related to adviser: No
Custodian COMPUTERSHARE TRUST COMPANY, N.A. CANTON, Massachusetts, United States Related to adviser: No
Custodian TRUIST BANK CHARLOTTE, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

COMERICA BANK
LEI 70WY0ID1N53Q4254VH70

COMPUTERSHARE TRUST COMPANY, N.A.
LEI 2549001YYB62BVMSAO13

TRUIST BANK
LEI JJKC32MCHWDI71265Z06

Fund details & source
Fund ID
805-4420741086
Reported beneficial owners
91
Minimum commitment
$67.9K
Form D file number
021-319182

Form ADV 2040893 · Mar 30, 2026 · 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.

RIDGEMONT EQUITY PARTNERS II, L.P.Private Equity Fund · Last reported Mar 30, 2026$484MGross asset value

Form D fundraising filings

Ridgemont Equity Partners II, L.P.

Fund administrator TMF GROUP CARY, North Carolina, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor KPMG LLP CHARLOTTE, North Carolina, United States
Custodian BANK OF AMERICA, N.A. CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian TRUIST BANK CHARLOTTE, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

TRUIST BANK
LEI JJKC32MCHWDI71265Z06

Fund details & source
Fund ID
805-5853212800
Reported beneficial owners
38
Minimum commitment
$288K
Form D file number
021-243274

Form ADV 2040893 · Mar 30, 2026 · 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.

RIDGEMONT EQUITY PARTNERS ENERGY OPPORTUNITY FUND, L.P.Private Equity Fund · Last reported Mar 30, 2026$407MGross asset value

Form D fundraising filings

Ridgemont Equity Partners Energy Opportunity Fund, L.P.

Auditor KPMG LLP CHARLOTTE, North Carolina, United States
Custodian COMERICA BANK WALTHAM, Massachusetts, United States Related to adviser: No
Custodian TRUIST BANK WILSON, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

COMERICA BANK
LEI 70WY0ID1N53Q4254VH70

TRUIST BANK
LEI JJKC32MCHWDI71265Z06

Fund details & source
Fund ID
805-7753735879
Reported beneficial owners
58
Minimum commitment
$10K
Form D file number
021-286678

Form ADV 2040893 · Mar 30, 2026 · 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.

RIDGEMONT EQUITY PARTNERS HS CF, L.P.Private Equity Fund · Last reported Mar 30, 2026$391MGross asset value

Form D fundraising filings

Ridgemont Equity Partners HS CF, L.P.

Auditor KPMG LLP CHARLOTTE, North Carolina, United States
Custodian TRUIST BANK WILSON, North Carolina, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG LLP
PCAOB 185

TRUIST BANK
LEI JJKC32MCHWDI71265Z06

Fund details & source
Fund ID
805-3466315756
Reported beneficial owners
26
Minimum commitment
$32.6K
Form D file number
021-491030

Form ADV 2040893 · Mar 30, 2026 · 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: Mar 30, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

101 S. TRYON STREET, SUITE 3400
CHARLOTTE, NC, 28280, United States

CRD 157421

Filing source

Form ADV 2040893 · Mar 30, 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.