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 investment adviser formed as an LLC and first registered in 2013. The firm is individually owned and bills clients on a percentage-of-AUM basis. Its client base spans high-net-worth individuals and families as well as institutional investors. The firm’s advisory scope centers on discretionary portfolio management across private clients, pooled investment vehicles, and institutional/business accounts. Pacific Ridge does not identify as an active ESG investor, does not operate as a capital allocator, and is not listed as a multistate adviser.