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Building 2PACIFIC RIDGE CAPITAL PARTNERS, LLC

Map pinLAKE OSWEGO, OR
Phone503-886-8970
NotebookSEC #801-78126
Total AUM
$494.6M
Employees
10
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4900 MEADOWS ROAD
SUITE 320
LAKE OSWEGO
OR 97035
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
503-886-8970

ReceiptFinancials

Total AUM
$494.6M
Accounts
55
Discretionary
$494.6M
Accounts
55
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
30
AUM
$34.9M
Investment Company Clients
1
AUM
$164.7M
Charitable Organization Clients
1
AUM
$54.7M
Government Entity Clients
1
AUM
$200.4M
Corporation or Business Clients
19
AUM
$39.9M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTNYORTXUT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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