August 30, 2016 2:23 AM ET

Capital Markets

Company Overview of Eagle Ridge Investment Management, LLC

Company Overview

Eagle Ridge Investment Management, LLC is an employee owned investment manager. The firm primarily provides its services to high net worth individuals. It also caters to individuals, pooled investment vehicles, charitable organizations, families, foundations, endowments, and corporations. The firm manages separate client focused equity and balanced portfolios. It invests in the public equity and fixed income markets of the United States. The firm invests in value stocks for its equity portfolios. It invests in U.S. government bonds, U.S. government agency bonds, high grade municipal bonds, and high grade corporate bonds for its fixed income investments. The firm employs fundamental analysis ...

274 Riverside Avenue

2nd Floor

Westport, CT 06880-4808

United States

Founded in 2008

Phone:

203-227-4515

Fax:

203-227-2690

Key Executives for Eagle Ridge Investment Management, LLC

President, Managing Partner, and Chief Investment Officer
Principal, Senior Investment Officer, Senior Vice President, and Chief Compliance Officer
Principal and Senior Investment Officer
Treasurer
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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