EAGLE RIDGE Overview
Eagle Ridge Investment Management is an investment advisor that manages 235.5 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 09/30/20. The fund's latest filing disclosed 715MM in positions, representing 304% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 09/30/20. The fund's latest filing disclosed 715MM in positions, representing 304% of the manager's regulatory AUM.
EAGLE RIDGE StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
EAGLE RIDGE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.75% | Tech | 1.94% | -0.14% | 0 | 43% | ||
| VGSH | 5.11% | ETF | -0.02% | -0.14% | 0 | 3% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
EAGLE RIDGE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David A. Tillson | President And Chief Investment Officer | August-2008 |
| John J. Knox | Senior Vice President/ Chief Compliance Officer | August-2008 |
| Nicholas L. Frelinghuysen | Principal | June-2010 |
EAGLE RIDGE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
EAGLE RIDGE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss………………………………6
Item 9. ...
Unlock Full Investment Process Description
Item 9. ...
Unlock Full Investment Process Description
EAGLE RIDGE Portfolio Concentration
EAGLE RIDGE Location
274 RIVERSIDE AVENUE
2ND FLOOR
WESTPORT, Connecticut
UNITED STATES, 06880-4808
2ND FLOOR
WESTPORT, Connecticut
UNITED STATES, 06880-4808
EAGLE RIDGE Contact Information
Phone Number: 203-227-4515
Fax Number: 203-227-2690
Website: http://www.eaglerimllc.com
Fax Number: 203-227-2690
Website: http://www.eaglerimllc.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here