# Vision Ridge Partners, LLC

> Vision Ridge Partners, LLC is an SEC-registered investment advisory firm in Boulder, CO, registered since 2017, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 28, 2026.

- CRD: 174836
- Filed as: VISION RIDGE PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boulder, CO
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174836
- AdvisorCensus page: https://advisorcensus.com/firm/vision-ridge-partners-llc-boulder-co-174836

## Quick answers

**How is Vision Ridge Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vision Ridge Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**What does Vision Ridge Partners, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Vision Ridge Partners, LLC located?**
Vision Ridge Partners, LLC's principal office is in Boulder, CO, according to its Form ADV; the June 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Vision Ridge Partners, LLC registered with the SEC or a state?**
Vision Ridge Partners, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 174836.

**How much does Vision Ridge Partners, LLC manage?**
Vision Ridge Partners, LLC reports $6,109,806,620 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (100% discretionary).

**How have Vision Ridge Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Vision Ridge Partners, LLC: Regulatory assets under management: $2,289,622,634 in the October 2021 data and $6,109,806,620 in the October 2026 data, up 167%. Total employees: 19 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vision Ridge Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Vision Ridge Partners, LLC 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/174836

**What changed in Vision Ridge Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 39 to 35. Regulatory assets under management went from $4,987,212,394 to $6,109,806,620 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it)

> Generally, Management Fees for Funds during the investment period are charged between 1% to 1.5% per annum based on non-affiliated investors’ committed capital.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $6,109,806,620
- Discretionary: $6,109,806,620
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $6,071,837,186 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Fewer than 5 | $37,969,434 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |

### 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
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 35 total, 35 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Costa Mesa, CA
- London
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- vision-ridge.com
- LinkedIn @vision-ridge-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,289,622,634 | 19 | March 29, 2021 |
| October 2022 | $2,782,616,097 | 23 | September 9, 2022 |
| October 2023 | $3,209,421,465 | 27 | June 5, 2023 |
| October 2024 | $3,959,340,434 | 34 | May 14, 2024 |
| October 2025 | $4,927,639,898 | 42 | May 16, 2025 |
| October 2026 | $6,109,806,620 | 35 | May 28, 2026 |

Regulatory assets under management: $2,289,622,634 in the October 2021 data and $6,109,806,620 in the October 2026 data, up 167%.
Total employees: 19 in October 2021 and 35 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 39 to 35.
- Regulatory assets under management went from $4,987,212,394 to $6,109,806,620 (+23%).

### March 2026
- Employees performing advisory functions went from 35 to 39.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vision Ridge Partners, LLC (CRD 174836): Form ADV filing data as of October 2026.