# Ridgemont Equity Partners: portfolio, investments and team > Ridgemont Equity Partners is a private equity based in United States. 4 investments on record, latest Apr 2013. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/ridgemont-equity-partners (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Ridgemont Equity Partners Filed with the SEC to raise a fund in Oct 2025, closing $3,975M. Last cheque observed Apr 2013. Email Quiet New fund $4.0B, Oct 2025 Private equity Seed Series A Growth Business Services Technology Healthcare Follow Ridgemont Equity Partners and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fridgemont-equity-partners) Cheques on record **0%** of best year **0** **cheques in 12 months**, 4 on record Since the last cheque **4954** days **00** hrs **00** min **00** sec Median round **$10M** Rounds led **0 of 4** Sole investor **3 rounds** Exits **1 from the portfolio** Pitch Ridgemont Equity Partners ## Ridgemont Equity Partners highlights - 01 4 rounds on record - 02 Mostly Series C: 100% of its rounds - 03 Sole investor in 3 rounds, median undisclosed - 04 1 exits from the portfolio ## What they do > Ridgemont Equity Partners is a top private equity firm in Charlotte, offering expert investment management. From their own website - **Type:** Private equity (from a list, unverified) - **Cheque size:** Not stated - **Stages:** Seed Series A Growth - **Sectors:** Business Services Technology Healthcare - **Based in:** Charlotte, United States - **Cold pitches:** Not accepted ## The record Every round we can evidence, newest first **4 appearances** - **2013** 1 round - **Apr** **[Simpleview](https://millionrounds.com/company/simpleview)** US · finance.yahoo.com **Undisclosed** Sole investor - **2011** 2 rounds - **Jul** **[Aurora Parts & Accessories](https://millionrounds.com/company/aurora-parts-and-accessories)** US · finsmes.com **Undisclosed** Sole investor - **May** **[Gallus BioPharmaceuticals](https://millionrounds.com/company/gallus-biopharmaceuticals)** US · finsmes.com **Undisclosed** Sole investor - **2003** 1 round - **Jul** **[KaVaDo](https://millionrounds.com/company/kavado)** Series C · US **$10M** With 3 others An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **10 named** EA **Edward Albert Balogh** Chief Compliance Officer, Chief Operating Officer, Chief Financial Officer i Form ADV EA **Edward Albert Balogh, Jr.** Member of the GPLLC i Filing they signed GE **George Emmett Morgan, III** Member of the GPLLC. i Filing they signed JA **John Aubrey Shimp** Executive Officer, Promoter i Filing they signed JJ **John Joseph Purcell** Executive Officer, Promoter i Filing they signed JT **John Travis Hain** Member of the GPLLC. i Filing they signed RH **Robert Howard Sheridan, III** Member of the GPLLC i Filing they signed RL **Robert Leon Edwards, Jr.** Member of the GPLLC. i Filing they signed SR **Scott Randall Poole** Member of the GPLLC i Filing they signed WL **Walker Lynch Poole** Member of the GPLLC. i Filing they signed We also hold **79** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$10B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Ridgemont Partners Management, LLC - **SEC number:** CRD 157421 Funds on its Form ADV **32** private funds, **$7.6B** in gross assets · filed Mar 2024 - Ridgemont Equity Partners III, L.P. *Private equity* 90 investors $2.5B - Ridgemont Equity Partners IV, L.P. *Private equity* 156 investors $2.3B - Ridgemont Equity Partners II, L.P. *Private equity* 39 investors $603M - Ridgemont Equity Partners Energy Opportunity Fund, L.P. *Private equity* 65 investors $491M - Ridgemont Equity Partners HS CF, L.P. *Private equity* 26 investors $310M - REP Coinvest III TEC, L.P. *Private equity* 37 investors $192M - REP Coinvest III AGP Blocker, L.P. *Private equity* 14 investors $157M - REP Coinvest III AGP, L.P. *Private equity* 15 investors $133M - REP Coinvest III OMNI, L.P. *Private equity* 25 investors $118M - Ridgemont Equity Partners II-B, L.P. *Private equity* 14 investors $115M And 22 more on the filing. ## Exits from the portfolio Companies it backed that were later bought or listed **1 in all** **[KaVaDo](https://millionrounds.com/company/kavado)** Bought by Protegrity **Undisclosed** Aug 2005 An exit counts when it came after the firm's first round in the company. From historical deal records. ## Companies it bought Acquisitions by the firm itself **Unishippers Global Logistics** **Undisclosed** Oct 2015 **Allied 100** **Undisclosed** Dec 2014 New fund on file **$4.0B** raised in Oct 2025 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Seed Series A Growth Median round joined **$10M** the round, not its cheque Alone, median **-** Led 0 of 4 rounds **0%** - **Sole investor:** 3 rounds - **Last cheque:** Apr 2013 - **Exits:** 1 from the portfolio Rounds by stage said on their site - Series C *1* - Seed said *-* - Series A said *-* - Growth said *-* Cheques by year Led Joined 2003 2013 **Pitching Ridgemont Equity Partners?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Mentioned on podcasts Episodes that name Ridgemont Equity Partners in their description, not their title. - [How I Invest](https://millionrounds.com/podcasts/how-i-invest) 26 Aug 2026 · 52 min E421: Jack Purcell, Building an $11B Private Equity Firm With [Jack Purcell](https://millionrounds.com/person/jack-purcell) Mentions [Ridgemont Equity Partners](https://millionrounds.com/fund/ridgemont-equity-partners) Apple PodcastsShow page - [Growth Investor](https://millionrounds.com/podcasts/growth-investor) 19 Jul 2023 · 21 min Building Middle Market Leaders: Ridgemont’s Jack Purcell With [Jack Purcell](https://millionrounds.com/person/jack-purcell) Mentions [Ridgemont Equity Partners](https://millionrounds.com/fund/ridgemont-equity-partners) Apple PodcastsShow page ## Quick answers about Ridgemont Equity Partners ### What does Ridgemont Equity Partners invest in? Ridgemont Equity Partners invests most often at Series C (100% of the rounds on record), in sectors such as Business Services, Technology and Healthcare. ### How active is Ridgemont Equity Partners? 4 investments on record, 0 of them in the last 12 months. The most recent was in Apr 2013. ### How big are Ridgemont Equity Partners's cheques? The median round it joins is $10M. ### Is Ridgemont Equity Partners investing now? No investments in the last 12 months; the latest was in Apr 2013. ### What kind of investor is Ridgemont Equity Partners? Ridgemont Equity Partners is a private equity firm based in Charlotte, United States. ### How much does Ridgemont Equity Partners manage? About $10B, as regulatory assets under management (Oct 2026). ### Has Ridgemont Equity Partners raised a new fund? Its latest fund filing with the SEC was in Oct 2025, reporting $4.0B raised. ### When was Ridgemont Equity Partners founded? Ridgemont Equity Partners was founded in 1993. ## Raising now? 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