# 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. - CRD: 152154 - Filed as: PACIFIC RIDGE CAPITAL PARTNERS, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Lake Oswego, OR - Filing period: October 2026 - Form ADV filing dated: April 7, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152154 - AdvisorCensus page: https://advisorcensus.com/firm/pacific-ridge-capital-partners-llc-lake-oswego-or-152154 ## Quick answers **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 ### Compensation (Item 5.E) - A percentage of assets under your management ### Fees and minimums (Form ADV Part 2A brochure dated April 7, 2026) - Account minimum: $3,000,000 (the brochure says it may be waived or negotiated) > 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 brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - BNY Mellon - Fidelity Investments - Northern Trust Corporation 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. ### Regulatory assets under management (Item 5.F) - Total: $494,561,845 - Discretionary: $494,561,845 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | High net worth individuals | 30 | $34,903,249 | | Investment companies | 1 | $164,654,927 | | Charitable organizations | Fewer than 5 | $54,742,037 | | State or municipal government entities (including government pension plans) | Fewer than 5 | $200,359,143 | | Corporations or other businesses not listed above | 19 | $39,902,489 | ### 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 ### Firm details - Registered since: 2013 (13 years) - Employees: 10 total, 6 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, CT, NY, OR, TX, UT - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - [pacificridgecapital.com](https://pacificridgecapital.com) ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $576,902,736 | 8 | March 18, 2021 | | October 2022 | $539,457,142 | 9 | March 9, 2022 | | October 2023 | $404,978,034 | 10 | March 23, 2023 | | October 2024 | $442,442,071 | 10 | March 12, 2024 | | October 2025 | $392,707,308 | 10 | March 20, 2025 | | October 2026 | $494,561,845 | 10 | April 7, 2026 | 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. ## Changes in the filing (last 12 months) ### April 2026 - Regulatory assets under management went from $392,707,308 to $494,561,845 (+26%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pacific Ridge Capital Partners, LLC (CRD 152154): Form ADV filing data as of October 2026.