Data / Investment advisers / Oregon / Pacific Ridge Capital Partners, LLC
Pacific Ridge Capital Partners, LLC, Lake Oswego, OR: $495 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pacific Ridge Capital Partners, LLC is an SEC registered investment adviser with its main office in Lake Oswego, Oregon and reports $495 million in regulatory assets under management in its Form ADV filed April 7, 2026. Its clients include state and municipal governments, investment companies and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Pacific Ridge Capital Partners, LLC (CRD number 152154): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 152154
- SEC file number
- 801-78126
- SEC status
- Approved, effective May 29, 2013
- Main office
- 4900 Meadows Road Suite 320, Lake Oswego, OR 97035
- Phone
- (503) 886-8970
- Website
- pacificridgecapital.com
- Regulatory AUM
- $494,561,845 in the Form ADV filed April 7, 2026
- Discretionary AUM
- $494,561,845
- Accounts
- 55
- Employees
- 10, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | Fewer than 5 | $200.4 million |
| Investment companies | 1 | $164.7 million |
| Charitable organizations | Fewer than 5 | $54.7 million |
| Corporations or other businesses | 19 | $39.9 million |
| High net worth individuals | 30 | $34.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $494.6 million | March 31, 2026 |
| December 1, 2025 | $392.7 million | March 20, 2025 |
Other advisers in Lake Oswego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| CGC Financial Services | Lake Oswego | $875.8 million | Not listed | adviserinfo.sec.gov |
| Progressive Investment Management Corporation | Lake Oswego | $758.3 million | Not listed | adviserinfo.sec.gov |
| Allium Financial Advisors, LLC | Lake Oswego | $733.5 million | Not listed | adviserinfo.sec.gov |
| Northmarq Fund Management, LLC | Lake Oswego | $541.3 million | Not listed | adviserinfo.sec.gov |
| 801 West Capital Management, LLC | Lake Oswego | $515.9 million | 4 | adviserinfo.sec.gov |
| Retirement Consulting Group, Inc. | Lake Oswego | $457 million | Not listed | adviserinfo.sec.gov |
| CWC Advisors, LLC | Lake Oswego | $445.3 million | 1 | adviserinfo.sec.gov |
| Panoramic Capital Partners LLC | Lake Oswego | $392.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lake Oswego, OR
- Investment advisers in Oregon
- Advisers with $100 million to $500 million in AUM
- Advisers serving state and municipal governments
- Advisers serving investment companies
- Pacific Ridge Capital Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.