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PACIFIC RIDGE CAPITAL PARTNERS, LLC
CRD 152154File 801-78126
APPROVED
Retail clients
Filing as of Apr 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$494.6M
Above cohort median (national)
Discretionary AUM
$494.6M
Clients
50
55 accounts
Employees
10
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 29, 2013
- Principal office
- 4900 MEADOWS ROAD, SUITE 320, LAKE OSWEGO, OR, 97035
- Phone
- 503-886-8970
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $494.6M
- Discretionary AUM
- $494.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 55
- Non-discretionary accounts
- 0
- Total accounts
- 55
- AUM per client
- $9.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $39.9M |
| Investment companies | 1 | $164.7M |
| Charitable organizations | Fewer than 5 | $54.7M |
| High net worth individuals | 30 | $34.9M |
| State or municipal government entities | Fewer than 5 | $200.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.