{
  "crd_number": 152154,
  "slug": "pacific-ridge-capital-partners-llc-lake-oswego-or-152154",
  "primary_business_name": "PACIFIC RIDGE CAPITAL PARTNERS, LLC",
  "legal_name": "PACIFIC RIDGE CAPITAL PARTNERS, LLC",
  "dbas": [],
  "city": "Lake Oswego",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-05-29",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-04-07",
  "carried_forward": false,
  "raum_total": 494561845.0,
  "raum_discretionary": 494561845.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 54742037.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 200359143.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 164654927.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 34903249.0,
      "count": 30
    },
    "corporations_other_businesses": {
      "raum": 39902489.0,
      "count": 19
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "NY",
    "OR",
    "TX",
    "UT"
  ],
  "websites": [
    "https://pacificridgecapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152154",
  "city_as_filed": "LAKE OSWEGO",
  "url": "https://advisorcensus.com/firm/pacific-ridge-capital-partners-llc-lake-oswego-or-152154",
  "display_name": "Pacific Ridge Capital Partners, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Pacific Ridge Capital Partners, LLC (CRD 152154): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Pacific Ridge Capital Partners, LLC compensated?",
      "a": "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."
    },
    {
      "q": "Where is Pacific Ridge Capital Partners, LLC located?",
      "a": "Pacific Ridge Capital Partners, LLC's principal office is in Lake Oswego, OR, according to its Form ADV."
    },
    {
      "q": "Is Pacific Ridge Capital Partners, LLC registered with the SEC or a state?",
      "a": "Pacific Ridge Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 152154."
    },
    {
      "q": "How much does Pacific Ridge Capital Partners, LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Pacific Ridge Capital Partners, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Pacific Ridge Capital Partners, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Pacific Ridge Capital Partners, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Pacific Ridge Capital Partners, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Pacific Ridge Capital Partners, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Pacific Ridge Capital Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $392,707,308 to $494,561,845 (+26%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 576902736.0,
      "total_employees": 8,
      "filing_date": "2021-03-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 539457142.0,
      "total_employees": 9,
      "filing_date": "2022-03-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 404978034.0,
      "total_employees": 10,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 442442071.0,
      "total_employees": 10,
      "filing_date": "2024-03-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 392707308.0,
      "total_employees": 10,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 494561845.0,
      "total_employees": 10,
      "filing_date": "2026-04-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $392,707,308 to $494,561,845 (+26%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 7, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$3,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 3000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "Fidelity Investments",
      "name_as_filed": "FIDELITY INVESTMENTS",
      "affiliated": false
    },
    {
      "name": "Northern Trust Corporation",
      "name_as_filed": "NORTHERN TRUST CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/pacific-ridge-capital-partners-llc-lake-oswego-or-152154.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 30,
      "fewer_than_5": false,
      "raum": 34903249.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 164654927.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 54742037.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 200359143.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 19,
      "fewer_than_5": false,
      "raum": 39902489.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152154",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}