# Eagle Ridge Investment Management

Eagle Ridge Investment Management is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** Stamford, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** eagleridgeinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/eagle-ridge-investment-management

## Regulatory record

- **CRD number:** 108260
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-22T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108260

## About

Eagle Ridge Investment Management was established in 2008. It operates as a US wealth manager and registered investment adviser. The firm supplies investment advisory services to its client base. Asset classes and deployment structures remain undisclosed in available records. Geographic activity centers on the United States. Team size, additional offices, and adjacent vehicles carry no public confirmation. No operational events from the last 24 months appear in sourced material. Governance details and succession arrangements stay outside public disclosure.

## Questions

### Who runs investment decisions at Eagle Ridge Investment Management?

Public records do not name specific investment decision makers or portfolio managers.

### Does Eagle Ridge Investment Management participate in fund commitments or only direct deals?

No information on fund commitments or direct deal activity has been disclosed.

## Related profiles

- [Eagle Proprietary Investments](https://altss.com/profile/eagle-proprietary-investments)
- [Eagles Coast Capital](https://altss.com/profile/eagles-coast-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/eagle-ridge-investment-management

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