PACIFIC RIDGE CAPITAL PARTNERS, LLC

Adviser information for PACIFIC RIDGE CAPITAL PARTNERS, LLC last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Nevada, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 68 $442.4M
Non-Discretionary 0 $0
Total 68 $442.4M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 35 $30.5M
Banking or thrift institutions 0 $0
Investment companies 1 $125.0M
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $1.6M
Charitable organizations <5 $68.2M
State or municipal gov entities <5 $159.2M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 24 $57.9M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-78126
SEC ERA File Number 801-78126
SEC CIK Numbers 1591546
SEC CRD Numbers 152154
Legal Entity Identifier None

Principal Office

4900 MEADOWS ROAD
SUITE 320
LAKE OSWEGO
OR
United States
Monday - Friday, 7:00 AM - 4:00 PM
Tel: 503-886-8970, Fax: 503-886-8995

Chief Compliance Officer

PETER K. TRUMBO
MANAGER & CHIEF COMPLIANCE OFFICER
4900 MEADOWS ROAD
SUITE 320
LAKE OSWEGO
OR
United States
Tel: 503-886-8970
Fax: 503-886-8995
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MARSHALL, DOMINIC, RICHARD Individual MEMBER & CHIEF INVESTMENT OFFICER 05/2010 10-25%
CURDY, RYAN, CHRISTOPHER Individual MEMBER 05/2010 10-25%
TRUMBO, PETER, KELLY Individual MANAGER & CHIEF COMPLIANCE OFFICER 05/2010 5-10%
COOPER, MARK, DANIEL Individual MANAGER & PRESIDENT 05/2010 50-75%
MCKILLIP, JUSTIN, JOHN Individual MEMBER 06/2010 5-10%
MCDOUGALL, MICHAEL, ALLEN Individual MEMBER 06/2010 < 5%
WILKIE, JOSEPH, ADAM Individual MEMBER 01/2021 5-10%

No. Employees, Historic

10502020202120222023202420259 on 3/18/20209 on 6/24/20208 on 3/18/20219 on 3/9/202210 on 3/23/202310 on 10/25/202310 on 3/12/2024

RAUM, Historic

600M300M0202020212022202320242025368623104 on 3/18/2020368623104 on 6/24/2020576902736 on 3/18/2021539457142 on 3/9/2022404978034 on 3/23/2023404978034 on 10/25/2023442442071 on 3/12/2024

No. Clients, Historic

6030020202021202220232024202542 on 3/18/202042 on 6/24/202045 on 3/18/202153 on 3/9/202252 on 3/23/202352 on 10/25/202360 on 3/12/2024

Holdings

From latest 13F, filed August 15th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
1-800-Flowers.com Inc COM 851K 89K
ACCO Brands COM 1M 249K
ARC Document Solutions COM 3M 1M
AXT Inc COM 4M 1M
Acacia Research Corp COM 5M 1M
Alico Inc COM 5M 207K
Alpine Income Property Trust COM 5M 299K
Amtech Systems COM 4M 710K
Asure Software COM 6M 754K
BGSF Inc COM 4M 468K
BM Technologies Inc COM 1M 610K
Banc of California Inc COM 1M 104K
Bankwell Financial Group COM 3M 123K
Barrett Business Services Inc COM 12M 379K
Benchmark Electronics, Inc COM 2M 39K
Bloomin Brands COM 439K 23K
Bowman Consulting Grp COM 9M 275K
Brandywine Realty Trust COM 900K 201K
Bridgewater Bancshares COM 1M 109K
Brinker International COM 862K 12K
Build A Bear Workshop COM 10M 378K
Business First Bancshares Inc COM 1M 62K
Caleres Inc COM 911K 27K
Capital Bancorp COM 4M 208K
Cheesecake Factory COM 392K 10K
Chefs' Warehouse COM 2M 43K
Civista Bancshares COM 5M 354K
Cohu Inc COM 1M 42K
Colony Bankcorp COM 6M 464K
Columbus McKinnon Corp COM 708K 21K
Composecure COM 3M 486K
Comtech Telecom Corp COM 2M 562K
ConnectOne Bancorp COM 1M 64K
Cooper Standard Hlds COM 4M 342K
Cra Intl Inc COM 3M 19K
Customers Bancorp COM 2M 36K
DHI Group COM 5M 2M
DMC Global Inc COM 6M 392K
DXP Enterprises, Inc COM 694K 15K
Daktronics, Inc COM 843K 60K
Designer Brands COM 944K 138K
Destination XL Group COM 5M 1M
Douglas Dynamics Inc COM 486K 21K
EPlus Inc COM 1M 18K
Eagle Bancorp Montana COM 2M 179K
Edgewell Personal Care COM 1M 25K
Enerpac Tool Group COM 408K 11K
Ennis Inc COM 844K 39K
Esquire Financial Hld COM 5M 99K
FS Bancorp COM 9M 244K
Farmers National Banc Corp COM 3M 265K
First Business Financial Servi COM 6M 163K
First Financial Corp COM 1M 32K
First Northwest COM 2M 237K
Five Star Bancorp COM 7M 300K
Genasys COM 2M 989K
Global Medical REIT COM 5M 598K
Global Net Lease REIT COM 743K 101K
Great Ajax Corp COM 2M 676K
Hackett Group, Inc COM 656K 30K
Hamilton Beach Brands Hld COM 6M 367K
Hanesbrands COM 909K 184K
Healthcare Services Group Inc COM 955K 90K
Heidrick & Struggles Intl COM 1M 35K
Heritage Commerce Corp COM 865K 99K
Heritage Financial COM 1M 57K
Heritage Insurance Hlds Inc COM 5M 660K
Horizon Bancorp COM 4M 355K
Hudson Technologies COM 702K 80K
Hurco Companies Inc COM 3M 208K
Ichor Holdings COM 1M 28K
InTest Corp COM 5M 461K
JAKKS Pacific Inc COM 3M 153K
Kelly Services Cls A COM 1M 50K
Kimball Electronics COM 7M 335K
Koppers Holdings COM 780K 21K
Lakeland Industries COM 7M 312K
Lifetime Brands Inc COM 5M 577K
Lincoln Education Services COM 4M 370K
Manitex International Inc COM 4M 917K
Matrix Service Co COM 478K 48K
Metropolitan Bank Hld COM 11M 258K
Miller Industries Inc COM 7M 134K
Mistras Group Inc COM 3M 349K
MotorCar Parts of America Inc COM 7M 1M
NN Inc COM 2M 506K
NV5 Global Inc COM 522K 6K
Natural Gas Services Group Inc COM 10M 485K
Netgear Inc COM 520K 34K
Newpark Resources Inc COM 547K 66K
Northeast Bank COM 12M 193K
Northwest Pipe COM 10M 290K
Office Properties Income COM 2M 902K
One Stop Systems COM 1M 524K
Orrstown Financial Services COM 6M 219K
PAM Transportation Services, I COM 2M 117K
PC Connection COM 814K 13K
PRA Group COM 559K 28K
Parke Bancorp COM 6M 357K
Pathward Financial Inc COM 1M 22K
Patrick Industries COM 987K 9K
Perdoceo Education Corp. COM 1M 64K
Photronics Inc COM 1M 55K
ProFire Energy COM 2M 2M
QCR Holdings Inc COM 1M 18K
Quantum Corp COM 518K 1M
RMR Group Cls A COM 668K 30K
Red Robin Gourmet Burgers COM 7M 911K
Resources Connection COM 746K 68K
Ribbon Communications Inc COM 728K 221K
Rimini Street Inc. COM 4M 1M
Riverview Bancorp COM 3M 683K
Shimmick COM 573K 370K
Shyft Group Inc COM 541K 46K
Silvercrest Asset Mgmnt Cls A COM 4M 252K
Sleep Number Corp COM 3M 349K
Smart Global Holdings COM 825K 36K
Smith Micro Software COM 556K 252K
Southern California Bancorp COM 359K 27K
Stagwell Inc COM 2M 295K
Standard Motor COM 407K 15K
Sterling Infrastructure Inc COM 1M 11K
Strattec Security COM 5M 189K
System1 Inc COM 283K 186K
Tilly's Inc Cls A COM 3M 577K
TrueBlue Inc COM 504K 49K
Twin Disc Inc COM 6M 523K
USCB Financial Hlds COM 5M 417K
Ultra Clean Holdings COM 2M 33K
Unity Bancorp COM 6M 205K
Universal Electronics Inc COM 4M 352K
Universal Logistics COM 540K 13K
Universal Technical Institute COM 4M 284K
Univest Financial Corp COM 854K 37K
Wabash National Corp. COM 2M 72K
West Bancorporation COM 4M 236K
Whole Earth Brands Cls A COM 2M 321K
Wolverine World Wide COM 328K 24K
Zumiez Inc COM 558K 29K