{
  "crd_number": 305098,
  "slug": "olive-tree-ridge-investment-advisors-sharon-ct-305098",
  "primary_business_name": "OLIVE TREE RIDGE INVESTMENT ADVISORS",
  "legal_name": "OLIVE TREE RIDGE INVESTMENT ADVISORS",
  "dbas": [],
  "city": "Sharon",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "45860",
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-09-21",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-07-13",
  "carried_forward": false,
  "raum_total": 18735482.0,
  "raum_discretionary": 18735482.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1603519.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 352879.0,
      "count": 3,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 16779084.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CT",
    "ME"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305098",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "SHARON",
  "url": "https://advisorcensus.com/firm/olive-tree-ridge-investment-advisors-sharon-ct-305098",
  "display_name": "Olive Tree Ridge Investment Advisors",
  "summary": "Olive Tree Ridge Investment Advisors is a state-registered investment advisory firm in Sharon, CT, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 13, 2026.",
  "citation": "AdvisorCensus. Olive Tree Ridge Investment Advisors (CRD 305098): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Olive Tree Ridge Investment Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Olive Tree Ridge Investment Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Olive Tree Ridge Investment Advisors located?",
      "a": "Olive Tree Ridge Investment Advisors' principal office is in Sharon, CT, according to its Form ADV."
    },
    {
      "q": "Is Olive Tree Ridge Investment Advisors registered with the SEC or a state?",
      "a": "Olive Tree Ridge Investment Advisors is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 305098."
    },
    {
      "q": "How much does Olive Tree Ridge Investment Advisors manage?",
      "a": "Olive Tree Ridge Investment Advisors reports $18,735,482 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Olive Tree Ridge Investment Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (5); individuals (other than high net worth individuals) (3); charitable organizations (2)."
    },
    {
      "q": "Does Olive Tree Ridge Investment Advisors report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305098"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/olive-tree-ridge-investment-advisors-sharon-ct-305098.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 352879.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 16779084.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1603519.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/305098",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}