Signal Ridge Capital Partners, LLC

RIASEC RegisteredEst. 2025
Total AUM
$114M
Discretionary
$114M
100% of AUM
Avg account
$1.2M
Accounts
95
Employees
3
Advisory reps
3

Firm details

Headquarters
Framingham, Massachusetts
CRD number
167576
Registered since
December 4, 2025
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI75.02%
  • Individuals18.46%
  • Charitable Organizations6.52%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Signal Ridge Capital Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include AUM-based fees plus the ability to charge hourly or fixed fees for specific services. Signal Ridge does not present itself as an allocator to third‑party funds (Capital Allocator: No), is not an active ESG investor, and does not identify as a multi‑state adviser. The firm lists industry affiliations with another investment adviser and a law firm, suggesting access to outside professional resources for compliance, legal or investment referrals. Its advisory activity emphasizes planning and tailored portfolio management rather than pension consulting or family office services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, Exchange Traded Equities 28%, Cash & Cash Equivalents 7%, State & Local Bonds 1%64%
  • Public Funds/Mutual Funds64%
  • Exchange Traded Equities28%
  • Cash & Cash Equivalents7%
  • State & Local Bonds1%

Contacts

3 of 3
  • Samuel Webster

    Samuel Webster

    Managing PartnerCRD 4125892

  • Joshua Street

    Joshua Street

    PartnerCRD 6072339

  • John Smitka

    John Smitka

    PartnerCRD 4925754

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Framingham, MA

Middlesex

Location

Framingham, MA

Headquartered in Framingham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
434 Old Connecticut Path
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth