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 09/30/21. The fund's latest filing disclosed 898MM in positions, representing 381% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 09/30/21. The fund's latest filing disclosed 898MM in positions, representing 381% of the manager's regulatory AUM.
EAGLE RIDGE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EAGLE RIDGE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.06% | Tech | 19.44% | 0.36% | 0 | 45% | ||
| VGSH | 4.48% | ETF | -0.38% | -0.14% | 1 | 3% | ||
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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
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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
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