RIA · CRD 283930SEC-Registered

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US Equity Holdings

US Equity Holdings establishes, incubates, and supports high growth organizations by creating or licensing valuable intellectual property, assembling...

US Equity Holdings logo

US Equity Holdings

US Equity Holdings establishes, incubates, and supports high growth organizations by creating or licensing valuable intellectual property, assembling experienced management teams, and strategically leading ventures toward scalable growth and successful exits. The company provides advisory and strategic development services to organizations ranging from emerging start-ups to large publicly traded corporations.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Atlanta

Corporate office

Greenbrae, CA, United States

Principals

Chester Aldridge

Chairman & CEO

Ben Zadik

CFO

Tony Shapiro

Chief of Staff to the CEO

Sector focus

AI/MLEnergy Transition & RenewablesHealthcare ServicesEntertainmentLuxuryMobility & TransportationEnterprise Software

Frequently asked questions

Who runs investment decisions at US Equity Holdings?

Chester Aldridge, the firm's Founder, Chairman, and CEO, drives all investment and operational decisions. The leadership team also includes CFO Ben Zadik and Chief of Staff Tony Shapiro. Aldridge's approach relies on his deep operating background — he structures, finances, and often actively manages the portfolio companies rather than delegating to external managers.

What investment stages does US Equity Holdings typically target?

The firm is stage-agnostic but frequently engages at concept and seed stages, particularly in hard-tech and biotech where it can shape intellectual property from inception. It has also participated in later-stage commercial rounds, such as the $39.9 million financing for Credence MedSystems, and retains long-term advisory positions in companies moving toward pilot manufacturing.

How does US Equity Holdings source its deals?

Aldridge sources opportunities through his personal network of IP portfolios, research institutions such as Fraunhofer, NASA, and the Buck Institute, and his relationships with serial entrepreneurs and family offices. The firm often creates deals by licensing foundational technology and then assembling a management team to commercialize it.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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