Ridgewood Investments

Ridgewood Investments

Wealth ManagementDirect InvestorGeneral Partner (GP)
SEC

Ridgewood Investments provides turnkey investment advisory services aimed at achieving better financial results for high-income clients through strategies like tax reduction, passive income generation, and retirement planning.

Founded

2002

Ownership

Privately owned, owner-managed.

Risk Profile

Focuses on mitigating unnecessary risks while distinguishing between permanent capital loss and temporary market fluctuations.

Location

Springfield, Nj, United States

About

Mission

Our mission is to help clients achieve financial freedom and security through tailored strategies and expert guidance. We emphasize a long-term focus, value-based approach, and disciplined investment techniques inspired by renowned value investors.

Values

Long-term focus, value-conscious investing, risk management, understanding qualitative factors, and maintaining a circle of competence.

Participant Demographics

High-income professionals, business owners, and affluent families.

Track Record

Team Experience

Team consists of Ivy League-educated professionals with expertise in wealth management.

Notable Achievements

Founded by Kaushal 'Ken' Majmudar in 2002, inspired by the investment wisdom of Warren Buffett and John Bogle.

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Headquarters

Springfield, Nj, United States

Legal & Compliance

SEC

No major violations reported.

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