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Ridgeleigh Capital

Summit, NJSEC-registered investment adviserCRD 171905

Filed as RIDGELEIGH CAPITAL · Legal name Macd Advisors LLC

Ridgeleigh Capital is an SEC-registered investment advisory firm in Summit, NJ, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

12 years
registered since 2014
$1,034,391,907
assets under management
3 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Ridgeleigh Capital compensated?

On its Form ADV (Item 5.E, October 2026), Ridgeleigh Capital reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

Where is Ridgeleigh Capital located?

Ridgeleigh Capital's principal office is in Summit, NJ, according to its Form ADV.

Is Ridgeleigh Capital registered with the SEC or a state?

Ridgeleigh Capital is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171905.

How much does Ridgeleigh Capital manage?

Ridgeleigh Capital reports $1,034,391,907 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (4% discretionary).

How have Ridgeleigh Capital's assets and staff changed since 2021?

In the Form ADV data for Ridgeleigh Capital: Regulatory assets under management: $829,229,374 in the October 2021 data and $1,034,391,907 in the October 2026 data, up 25%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Ridgeleigh Capital serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

Which custodians does Ridgeleigh Capital use?

Ridgeleigh Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Investments as a custodian holding 10% or more of its separately managed account assets.

Does Ridgeleigh Capital report any disciplinary disclosures?

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/171905

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$1,034,391,907

$1,034,391,907 as of October 2026, filing dated March 31, 2026.

Discretionary: $46,291,907.Non-discretionary: $988,100,000.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 1 Assets $46,291,907 (4%)
Charitable organizations
Clients Fewer than 5 Assets $137,200,000 (13%)
Corporations or other businesses not listed above
Clients Fewer than 5 Assets $850,900,000 (82%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
Macd Advisors LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2014 (12 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

States registered or notice-filed
Not reported.

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$829M 2021 $910M 2022 $871M 2023 $859M 2024 $968M 2025 $1.03B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,034,391,9071March 31, 2026
October 2025$968,498,8791March 28, 2025
October 2024$859,366,2291March 27, 2024
October 2023$871,133,2441March 30, 2023
October 2022$910,257,6071March 31, 2022
October 2021$829,229,3741March 29, 2021

Regulatory assets under management: $829,229,374 in the October 2021 data and $1,034,391,907 in the October 2026 data, up 25%.

Total employees: 1 in October 2021 and 1 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Ridgeleigh Capital (CRD 171905): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/ridgeleigh-capital-summit-nj-171905