# Signal Ridge Capital Partners, LLC

> Signal Ridge Capital Partners, LLC is an SEC-registered investment advisory firm in Framingham, MA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 167576
- Filed as: SIGNAL RIDGE CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Framingham, MA
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167576
- AdvisorCensus page: https://advisorcensus.com/firm/signal-ridge-capital-partners-llc-framingham-ma-167576

## Quick answers

**How is Signal Ridge Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Signal Ridge Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Signal Ridge Capital Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Flat fee: $1,000 to $15,000 (financial planning and consulting services); Hourly rate: $350 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Signal Ridge Capital Partners, LLC located?**
Signal Ridge Capital Partners, LLC's principal office is in Framingham, MA, according to its Form ADV.

**Is Signal Ridge Capital Partners, LLC registered with the SEC or a state?**
Signal Ridge Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 167576.

**How much does Signal Ridge Capital Partners, LLC manage?**
Signal Ridge Capital Partners, LLC reports $113,558,122 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).

**What types of clients does Signal Ridge Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56); high net worth individuals (38); charitable organizations (1).

**Which custodians does Signal Ridge Capital Partners, LLC use?**
Signal Ridge Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Signal 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/167576

**Does Signal Ridge Capital Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "Signal Ridge requires a minimum account size of $1,000,000 for investment management clients, although this may be negotiable under certain circumstances."

**What changed in Signal Ridge Capital Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 4 to 3. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Signal Ridge requires a minimum account size of $1,000,000 for investment management clients, although this may be negotiable under certain circumstances.

- Flat fee: $1,000 to $15,000 (financial planning and consulting services)

> These fees are negotiable based on the scope of the work, but generally range from $1,000 to $15,000 on a fixed fee basis

- Hourly rate: $350 an hour (financial planning and consulting services)

> These fees are negotiable based on the scope of the work, but generally range from $1,000 to $15,000 on a fixed fee basis and/or $350 on an hourly rate basis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

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: $113,558,122
- Discretionary: $113,558,122
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $20,961,674 |
| High net worth individuals | 38 | $85,190,905 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $7,405,543 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [signalridgecp.com](https://signalridgecp.com)
- LinkedIn @SIGNAL-RIDGE-CAPITAL-PARTNERS
- X @SIGNALRIDGECP

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 4 to 3.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Signal Ridge Capital Partners, LLC (CRD 167576): Form ADV filing data as of October 2026.