SIGNAL RIDGE CAPITAL PARTNERS, LLC

Overview

Signal Ridge Capital Partners, LLC is an independent registered investment adviser that focuses on discretionary portfolio management and financial planning for individuals, families and a limited institutional client mix. The firm operates under an owner-operator structure and offers a fee menu that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which suggests flexibility for both ongoing wealth management relationships and one-off planning projects. Investment activity is centered on pooled public investments—primarily mutual funds—augmented by targeted allocations to real estate exposure through external managers and REITs. The firm is not an active ESG investor and does not position itself as a multi-state adviser or a capital allocator, meaning it generally implements third-party vehicles rather than operating in-house alternative funds. Advisory relationships include coordination with another investment adviser and a law firm, indicating a collaborative service model for clients who need integrated planning and legal support.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices