Pacific Ridge Capital Partners, LLC

Pacific Ridge Capital Partners, LLC (CRD# 152154) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $368,623,104 in 43 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    369
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $8,572,630
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, NY, OR, UT

Financial Advisors at Pacific Ridge Capital Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Mark D. Cooper
CRD#: 2314959
4900 Meadows Road, Suite 320, Lake Oswego, OR 97035

Mark Cooper (CRD# 2314959) is an Investment Advisor Representative working at Pacific Ridge Capital Partners, LLC in Lake Oswego, OR and has 1 year of experience in the finance industry.

2
Ryan C. Curdy
CRD#: 5215152
4900 Meadows Road, Suite 320, Lake Oswego, OR 97035

Ryan Curdy (CRD# 5215152) is an Investment Advisor Representative working at Pacific Ridge Capital Partners, LLC in Lake Oswego, OR and has 1 year of experience in the finance industry.

3
Dominic R. Marshall
CRD#: 5215491
4900 Meadows Road, Suite 320, Lake Oswego, OR 97035

Dominic Marshall (CRD# 5215491) is an Investment Advisor Representative working at Pacific Ridge Capital Partners, LLC in Lake Oswego, OR and has 1 year of experience in the finance industry.

4
Peter K. Trumbo
CRD#: 2821750
4900 Meadows Road, Suite 320, Lake Oswego, OR 97035

Peter Trumbo (CRD# 2821750) is an Investment Advisor Representative working at Pacific Ridge Capital Partners, LLC in Lake Oswego, OR and has over 24 years of experience in the finance industry.

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