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PACIFIC RIDGE CAPITAL PARTNERS, LLC
CRD 152154File 801-78126
APPROVED
Retail clients
Filing as of Apr 7, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 56 | 50 | decreased by6 |
| Apr 1, 2026 | AUM | $392,707,308 | $494,561,845 | increased by$101,854,537 |
| Apr 1, 2026 | Accounts | 61 | 55 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 53 | 56 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $539,457,142 | $392,707,308 | decreased by$146,749,834 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 57 | 61 | increased by4 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 45 | 53 | increased by8 |
| Apr 1, 2022 | AUM | $576,902,736 | $539,457,142 | decreased by$37,445,594 |
| Apr 1, 2022 | Accounts | 49 | 57 | increased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PACIFIC RIDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PACIFIC RIDGE” may also match similarly-named firms). Confirm identity against each filing.
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.