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PACIFIC RIDGE CAPITAL PARTNERS, LLC
4900 Meadows Road
Suite 320
Lake Oswego, Oregon 97035
Tel: 503-886-8970
About PACIFIC RIDGE CAPITAL PARTNERS, LLC
PACIFIC RIDGE CAPITAL PARTNERS, LLC, formally registered with the SEC as PACIFIC RIDGE CAPITAL PARTNERS, LLC. The firm was established in 05/29/2013. They have over 1 offices throughout the country.
PACIFIC RIDGE CAPITAL PARTNERS, LLC is a Lake Oswego, Oregon based Financial Planning firm with nearly $442,442,071 assets under management, offering retirement planning & investment advisory services to 68 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152154 |
| SEC# | 801-78126 |
| Assets Managed by Firm | $442,442,071 |
| No. of Clients | 68 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 68 | $442,442,071 |
| High net worth individuals | 35 | $30,504,395 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,641,570 |
| Charitable organizations | Fewer than 5 clients | $68,165,252 |
| Corporations or other businesses | 24 | $57,890,521 |
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