{
  "crd_number": 310102,
  "slug": "bedford-ridge-capital-new-york-ny-310102",
  "primary_business_name": "BEDFORD RIDGE CAPITAL",
  "legal_name": "BEDFORD RIDGE CAPITAL LP",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-09-15",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 3758950654.0,
  "raum_discretionary": 3206234763.0,
  "raum_non_discretionary": 552715891.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 552715891.0,
      "count": null,
      "description": "DOMESTIC INSTITUTIONAL INVESTORS",
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 3206234763.0,
      "count": 14
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://bedfordridgecapital.com",
    "https://linkedin.com/company/bedford-ridge-capital/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310102",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/bedford-ridge-capital-new-york-ny-310102",
  "display_name": "Bedford Ridge Capital",
  "summary": "Bedford Ridge Capital is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Bedford Ridge Capital (CRD 310102): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Bedford Ridge Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bedford Ridge Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Bedford Ridge Capital located?",
      "a": "Bedford Ridge Capital's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Bedford Ridge Capital registered with the SEC or a state?",
      "a": "Bedford Ridge Capital is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310102."
    },
    {
      "q": "How much does Bedford Ridge Capital manage?",
      "a": "Bedford Ridge Capital reports $3,758,950,654 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (85% discretionary)."
    },
    {
      "q": "How have Bedford Ridge Capital's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bedford Ridge Capital: Regulatory assets under management: $1,794,925,625 in the October 2021 data and $3,758,950,654 in the October 2026 data, up 109%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bedford Ridge Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (14)."
    },
    {
      "q": "Which custodians does Bedford Ridge Capital use?",
      "a": "Bedford Ridge Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bedford Ridge Capital report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310102"
    },
    {
      "q": "What changed in Bedford Ridge Capital's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $2,606,117,249 to $3,758,950,654 (+44%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1794925625.0,
      "total_employees": 4,
      "filing_date": "2021-07-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 809526463.0,
      "total_employees": 4,
      "filing_date": "2022-06-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 729322525.0,
      "total_employees": 4,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 801455313.0,
      "total_employees": 4,
      "filing_date": "2024-03-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1289842191.0,
      "total_employees": 5,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3758950654.0,
      "total_employees": 5,
      "filing_date": "2026-09-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $2,606,117,249 to $3,758,950,654 (+44%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,289,842,191 to $2,606,117,249 (+102%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bedford-ridge-capital-new-york-ny-310102.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 3206234763.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 552715891.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310102",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}