We are an alternative asset management firm focused on systematic global macro absolute returns & active commodity solutions.

Mark Rosenberg

Chairman & Co-CIO

Mark co-leads the investment Committee and co-manages Ridgedale’s portfolios. Mark founded Ridgedale Advisor’s predecessor company RXR Capital (“RXR”) in 1983, later renamed SSARIS Advisors after partnering with State Street Global Advisors in 2001. As an early pioneer in the managed futures/global macro segments of the business, Mark started on the floor at NYMEX in 1968, and created one of Merrill Lynch’s first commodities funds in the early 1980’s, leading a group that managed hedging and alternative strategies for Merrill’s institutional clients. Mark served as a Director of the FIA for 19 years, 2 term Executive Director of MFA and is a current Arbitrator for the NFA.

Paul Lucek

CEO & Co-CIO

Paul leads portfolio management and development of new investment and risk management strategies and co-leads the investment Committee. Prior to joining Ridgedale Advisors, Paul served as CEO and CIO of SSARIS until 2014, and prior to that as Director of Research. Before joining SSARIS in 2004, Paul developed quantitative algorithms for trading stock index futures and used this expertise to launch SITE Capital Management LLC in 1996, a CTA and CPO that focused on systematic equity derivatives and options strategies. Paul was previously part of the Human Genome Project at Columbia University as a candidate in the MD/PhD program and received a BA and MA from Harvard University.

Peter Gorman

Partner, COO

Peter heads Strategic Planning, business development, investor relations and product development. Peter also provides oversight across all business functions. Prior to joining Ridgedale Advisors, Peter spent five years as Senior Vice President at SSARIS. Before joining SSARIS in 2011, Peter worked as a Senior Vice President at Index IQ, a Director at Hatteras Funds and a Managing Director at Robeco Investment Management. Peter has his MBA from Babson College, and BA from Hobart College. He is a past and present member of Managed Money Institute, IMCA, FOX, NACUBO and AIMSE. Peter holds Series 3, 7 & 63 licenses.

Dan Ragen

Partner, Senior Advisor

Dan has over 30 years’ experience in the alternatives investment industry. Dan has joined to focus on global institutional sales and product development and will serve as a member of the investment committee. Prior to joining Ridgedale Advisors, he served as director focusing on business and strategy development for a systematic global macro firm, Aspetuck Capital Management. Previously he was a managing director and head of global institutional business and product development at Madison Street Partners and Del Mar Asset Management. Dan is a graduate of Middle Tennessee State University with a Bachelor of Science degree.

Steven Fidanzato

Senior Vice President, Head of Trading

Steve directs trading and is also a member of the investment committee. Previously he was Senior Vice President, Portfolio Management at SSARIS. Prior to joining Ridgedale Advisors, Steve was with RXR since 1991. He was of member of the board of the FINEX exchange, a division of the New York Board of Trade and a board member of the FIA New York operations divisions. Steve is a graduate of the State University of New York College at Cortland with a Bachelor of Science degree.

Andy Chica

CCO

Andy is a Principal of NexTier Solutions and is responsible for the growth and development of the outsourced Chief Compliance Officer solution service offering. In this role, he develops customized compliance programs for clients by identifying, assessing, and mitigating risks to ensure the client’s adherence to appropriate regulatory and industry requirements. Andy has over 20 years of experience in the financial services industry working in dedicated compliance roles for asset managers and registered funds. Prior to joining NexTier Solutions, Andy was the Director of Compliance at a compliance consulting firm where he was responsible for serving over 15 clients with over 9 separate CCO engagements. Prior to serving as an outsourced CCO, Andy served as in-house Chief Compliance Officer of Hatteras Investment Partners where he was also a partner and member of the firm’s Executive Management Committee. Andy is a graduate of the University of Notre Dame with a BBA in Accounting. He has obtained the following FINRA licenses (currently inactive): Series 24, 62, 99 and 63.

Nick Katchadurian, CAIA

Vice President

Nick is a Vice President at Ridgedale Advisors focused on business development , investments and operations. Nick is also a member of Ridgedale’s investment committee. Prior to joining Ridgedale Advisors, Nick held internships with Centerbridge Partners and Epiq Systems, as well as participating in Ridgedale’s internship program. Nick is a graduate of Colgate University with a Bachelor of Arts degree in International Relations. While at Colgate, Nick was a member of the Men’s Rugby Club, Student Government Association and Colgate’s Ski Team. Nick currently holds a Chartered Alternative Investment Analyst (CAIA) designation.

Conor McNamara

Associate

Conor is an Associate at Ridgedale Advisors, focused on business development, operations, and investor relations. Conor began his career in marketing and analytics in 2021 before joining the Ridgedale team. Conor is a graduate of Marist College where he holds a Bachelor of Arts and Master’s Degree. He was also a 5-year member of their Division I Collegiate Baseball Team as well as a 2-year captain. He also holds Irish citizenship as well as being a former member of the Irish National Baseball team.

PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THE POTENTIAL FOR PROFIT IS ACCOMPANIED BY THE RISK OF LOSS. The information contained herein is intended for use by investment professionals or sophisticated investors, such as institutions qualified to open a separately managed account. This information is provided for informational purposes only and does not constitute an offer or solicitation, and should not be construed as such. Investments in managed futures may only be offered when accompanied by additional information and disclosures on risks, charges and liquidity. Managed futures employ leverage; they are speculative investments that are subject to a significant amount of market risk and can be subject to substantial fees. There can be no guarantee that the programs objective will be met. Managed Futures are not appropriate for all investors and you should carefully consider whether such trading is suitable for your financial situation.

The information contained herein is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any financial instrument or as an official confirmation of any transaction. No representation is being made that the information presented is accurate, current or complete, and such information is, at all times, subject to change without notice. Any comments or statements made herein do not necessarily reflect those of Ridgedale Advisors LP or Ridgedale Advisors LLC.

Ridgedale Advisors LP wholly owns Ridgedale Advisors LLC (NFA ID: 0312937)

Location

2 International Dr., Ste. 120
Rye Brook, NY 10573 USA

Contact Information

+1 (914) 740 – 8150
info@ridgedaleadvisors.com