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Pacific Ridge Capital Partners, LLC

Lake Oswego, ORSEC-registered investment adviserCRD 152154

Filed as 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.

13 years
registered since 2013
$494,561,845
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How 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 2A

The 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

$494,561,845 as of October 2026, filing dated April 7, 2026.

Discretionary: $494,561,845.Non-discretionary: $0.

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.D
High net worth individuals
Clients 30 Assets $34,903,249 (7%)
Investment companies
Clients 1 Assets $164,654,927 (33%)
Charitable organizations
Clients Fewer than 5 Assets $54,742,037 (11%)
State or municipal government entities (including government pension plans)
Clients Fewer than 5 Assets $200,359,143 (41%)
Corporations or other businesses not listed above
Clients 19 Assets $39,902,489 (8%)

A 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
CACTNYORTXUT

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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
$577M 2021 $539M 2022 $405M 2023 $442M 2024 $393M 2025 $495M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$494,561,84510April 7, 2026
October 2025$392,707,30810March 20, 2025
October 2024$442,442,07110March 12, 2024
October 2023$404,978,03410March 23, 2023
October 2022$539,457,1429March 9, 2022
October 2021$576,902,7368March 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
  1. 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.I
pacificridgecapital.com

Source: 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