AdvisorCensus / Financial advisors / Oregon / Portland / Pacific Ridge Capital Partners, LLC
Pacific Ridge Capital Partners, LLC is an SEC-registered investment advisory firm in Lake Oswego, OR, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.
Quick answers
From the filingHow is Pacific Ridge Capital Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Pacific Ridge Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Pacific Ridge Capital Partners, LLC located?
Pacific Ridge Capital Partners, LLC's principal office is in Lake Oswego, OR, according to its Form ADV.
Is Pacific Ridge Capital Partners, LLC registered with the SEC or a state?
Pacific Ridge Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 152154.
How much does Pacific Ridge Capital Partners, LLC manage?
Pacific Ridge Capital Partners, LLC reports $494,561,845 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary).
How have Pacific Ridge Capital Partners, LLC's assets and staff changed since 2021?
In the Form ADV data for Pacific Ridge Capital Partners, LLC: Regulatory assets under management: $576,902,736 in the October 2021 data and $494,561,845 in the October 2026 data, down 14%. Total employees: 8 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Pacific Ridge Capital Partners, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (30); corporations or other businesses not listed above (19); investment companies (1).
Which custodians does Pacific Ridge Capital Partners, LLC use?
Pacific Ridge Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, Fidelity Investments and Northern Trust Corporation as custodians holding 10% or more of its separately managed account assets.
Does Pacific Ridge Capital Partners, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152154
Does Pacific Ridge Capital Partners, LLC state an account minimum?
Its Form ADV Part 2A brochure dated April 7, 2026 says: "A minimum of $3 million of assets under management in either portfolio is generally required for this service. This minimum account size may be negotiable under certain circumstances."
What changed in Pacific Ridge Capital Partners, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $392,707,308 to $494,561,845 (+26%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
A minimum of $3 million of assets under management in either portfolio is generally required for this service. This minimum account size may be negotiable under certain circumstances.
As stated in the firm's Form ADV Part 2A brochure dated April 7, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$494,561,845 as of October 2026, filing dated April 7, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2013 (13 years)
- Employees
- Total: 10. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $494,561,845 | 10 | April 7, 2026 |
| October 2025 | $392,707,308 | 10 | March 20, 2025 |
| October 2024 | $442,442,071 | 10 | March 12, 2024 |
| October 2023 | $404,978,034 | 10 | March 23, 2023 |
| October 2022 | $539,457,142 | 9 | March 9, 2022 |
| October 2021 | $576,902,736 | 8 | March 18, 2021 |
Regulatory assets under management: $576,902,736 in the October 2021 data and $494,561,845 in the October 2026 data, down 14%.
Total employees: 8 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $392,707,308 to $494,561,845 (+26%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Pacific Ridge Capital Partners, LLC (CRD 152154): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/pacific-ridge-capital-partners-llc-lake-oswego-or-152154