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 |
Principal Office
4900 MEADOWS ROADSUITE 320
LAKE OSWEGO
OR
United States
Monday - Friday, 7:00 AM - 4:00 PM
Tel: 503-886-8970, Fax: 503-886-8995
Websites
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
P***********@**********************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |