BEAVERTON, ORCRD 157516Latest ADV February 22, 2026
North Ridge is an SEC registered investment adviser organized as a corporation with a primary office location in Beaverton, OR. Its latest Form ADV filing, dated February 22, 2026, reports $216M in regulatory assets under management, 3 employees, 1 office, and 559 accounts.
Assets Under Management
$216M
Employees
3
Offices
1 office
Total Clients
131
Primary office
BEAVERTON, OR
8285 SW NIMBUS AVENUE, SUITE 155, BEAVERTON, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.4% of total clients.
Top client categories% of clientsClients
1
HNWI
53.4%
70
2
Individuals
45.8%
60
3
Charitable
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$216Mas of February 22, 2026
Discretionary100.0%
$216M
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$216M
Total Accounts559
10Y AUM Change+$106M (+96.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee44:1
10Y Employee Change0 (0.0%)
* 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.