# Ridgeleigh Capital

> 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.

- CRD: 171905
- Filed as: RIDGELEIGH CAPITAL
- Legal name: Macd Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Summit, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171905
- AdvisorCensus page: https://advisorcensus.com/firm/ridgeleigh-capital-summit-nj-171905

## Quick answers

**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

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Investments

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,034,391,907
- Discretionary: $46,291,907
- Non-discretionary: $988,100,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $46,291,907 |
| Charitable organizations | Fewer than 5 | $137,200,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $850,900,000 |

### 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)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $829,229,374 | 1 | March 29, 2021 |
| October 2022 | $910,257,607 | 1 | March 31, 2022 |
| October 2023 | $871,133,244 | 1 | March 30, 2023 |
| October 2024 | $859,366,229 | 1 | March 27, 2024 |
| October 2025 | $968,498,879 | 1 | March 28, 2025 |
| October 2026 | $1,034,391,907 | 1 | March 31, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ridgeleigh Capital (CRD 171905): Form ADV filing data as of October 2026.