Pacific Ridge Capital Partners, LLC

RIASEC RegisteredEst. 2013

Total AUM

$495M

Discretionary

$495M

100% of AUM

Avg account

$9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Lake Oswego, Oregon
CRD number: 152154
Registered since: May 29, 2013
Website: www.pacificridgecapital.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: State / Municipal Government40.51%
Investment Companies33.29%
Charitable Organizations11.07%
Corporations / Businesses8.07%
HNWI7.06%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pacific Ridge Capital Partners, LLC is an SEC-registered institutional registered investment adviser that provides discretionary portfolio management for individuals and families, investment companies, and businesses or institutions. The firm, organized as an LLC and owner-operated, has been SEC-registered since 2013 and charges clients on a percentage-of-AUM basis. Its regulatory filing notes it does not identify as an active ESG investor and is not classified as a multi-state adviser; it is also not primarily structured as a capital allocator. Service focus centers on traditional portfolio management rather than retirement consulting or related-adviser arrangements. Client types listed on the filing include both individual & family and institutional relationships.