Vision Ridge Partners, Llc
- Regulatory AUM
- $6.1B
- Discretionary
- $6.1B
- Clients
- 9
- Avg AUM / client
- $679M
- Accounts
- 24
- Employees
- 35
AUM over time
Annual snapshots from Form ADV filings · as of May 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $6.1B | 99.4% |
| Charitable organizations | Fewer than 5 clients | $38.0M | 0.62% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $3.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sustainable Asset Fund Iii, Lp master | Private Equity Fund | Delaware | $1.3B | 201 |
| Sustainable Asset Fund Ii, Lp master | Private Equity Fund | Delaware | $826M | 137 |
| Saf Annex Fund, Lp master | Private Equity Fund | Delaware | $711M | 37 |
| Sustainable Asset Fund Iv, Lp master | Private Equity Fund | Delaware | $555M | 17 |
| Sustainable Asset Fund Ii (Cayman), Lp | Private Equity Fund | Cayman Islands | $291M | 43 |
| Sustainable Asset Fund, Lp master | Private Equity Fund | Delaware | $138M | 42 |
| Runde Holdings, Lp | Private Equity Fund | Delaware | $86.5M | 3 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Munger, Reuben, Samuels | Managing Partner; Chief Investment Officer | Apr 2008 (18y) | Less than 5% | |
| Tran, Duyen, Kim | Chief Operating Officer & Chief Financial Officer | Mar 2018 (8y) | Less than 5% | |
| Goerke, Justin, Paul | Founding Partner; Member | Dec 2021 (5y) | 10% – 25% | |
| Fox, Matthew, Benjamin | Chief Compliance Officer & Chief Legal And Administrative Officer | Apr 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Drakes View Partners Ii, Llc | Member | Jul 2022 | A | 50% – 75% |
| Reuben A.S. Munger 2021 Irrevocable Trust | Member | Aug 2022 | B | ≈ 12.5% – 37.5% via Drakes View Partners Ii, Llc |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Reuben A.S. Munger 2021 Irrevocable Trust: 25% – 50% of Drakes View Partners Ii, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $3.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sustainable Asset Fund Iii, Lp | Private Equity Fund | $1.3B | $1.0M | 201 |
| Sustainable Asset Fund Ii, Lp | Private Equity Fund | $826M | $1.0M | 137 |
| Saf Annex Fund, Lp | Private Equity Fund | $711M | $1.0M | 37 |
| Sustainable Asset Fund Iv, Lp | Private Equity Fund | $555M | $1.0M | 17 |
| Sustainable Asset Fund Ii (Cayman), Lp | Private Equity Fund | $291M | $1.0M | 43 |
| Sustainable Asset Fund, Lp | Private Equity Fund | $138M | $1.0M | 42 |
| Runde Holdings, Lp | Private Equity Fund | $86.5M | $1.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 3.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • SEE SCHEDULE D - MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- First Republic Bank $54.2M (11% of AUM) Nov 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗