Firm profile

PACIFIC RIDGE CAPITAL PARTNERS, LLC

LAKE OSWEGO, ORCRD 152154Latest ADV April 7, 2026

Pacific Ridge Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated April 7, 2026, reports $495M in regulatory assets under management, 10 employees, and 55 accounts.

Assets Under Management
$495M
Employees
10
Offices
--
Total Clients
50
Primary office
LAKE OSWEGO, OR
4900 MEADOWS ROAD, SUITE 320, LAKE OSWEGO, OR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOPeter K. Trumbo
CIODominic R. Marshall

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 60.0% of total clients.
Top client categories% of clientsClients
1
HNWI
60.0%
30
2
Corporations
38.0%
19
3
Investment Cos.
2.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$495Mas of April 7, 2026
Discretionary100.0%
$495M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$495M
Total Accounts55
10Y AUM Change+$192M (+63.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee5:1
10Y Employee Change+1 (+11.1%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.