Pacific Ridge Capital Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Pacific Ridge Capital Partners reports 50 clients. They include 30 high-net-worth individuals, 19 corporations and other businesses, and 1 investment company. Of its assets, 100.0% ($495M across 55 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 60% | 7% |
| Investment companies | 2% | 33% |
| Charitable organizations | Fewer than 5 | 11% |
| State or municipal government entities | Fewer than 5 | 41% |
| Corporations and other businesses | 38% | 8% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 30 | $34.9M | 7.1% | $1.16M |
| Investment companies | 1 | $165M | 33.3% | $165M |
| Charitable organizations | Fewer than 5 | $54.7M | 11.1% | — |
| State or municipal government entities | Fewer than 5 | $200M | 40.5% | — |
| Corporations and other businesses | 19 | $39.9M | 8.1% | $2.1M |
| Total | 50 | $495M | 100% | — |
- Clients
- 30
- Regulatory AUM
- $34.9M
- AUM share
- 7.1%
- Avg. per client
- $1.16M
- Clients
- 1
- Regulatory AUM
- $165M
- AUM share
- 33.3%
- Avg. per client
- $165M
- Clients
- Fewer than 5
- Regulatory AUM
- $54.7M
- AUM share
- 11.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $200M
- AUM share
- 40.5%
- Avg. per client
- —
- Clients
- 19
- Regulatory AUM
- $39.9M
- AUM share
- 8.1%
- Avg. per client
- $2.1M
Total
- Clients
- 50
- Regulatory AUM
- $495M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Pacific Ridge Capital Partners is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Dominic Marshall owns 25% to 50% of Pacific Ridge Capital Partners. The leadership team of Pacific Ridge Capital Partners includes President Dominic Marshall and Chief Compliance Officer Peter Trumbo. It has 10 employees, 6 of them in advisory roles.
Leadership
- Dominic MarshallManager, President & Chief Investment Officer
- Peter TrumboManager & Chief Compliance Officer
- Ryan CurdyMember
- Michael McDougallMember
- Justin McKillipMember
- Joseph WilkieMember
- Mark CooperChairman of the Board of Managers
Staff
- 10 employees
- 6 in advisory functions
- Owns 25% to 50% of Pacific Ridge Capital Partners, LLC
Dominic Marshall
Control person · since May 2010
- Owns 10% to 25% of Pacific Ridge Capital Partners, LLC
Ryan Curdy
since May 2010
- Owns 10% to 25% of Pacific Ridge Capital Partners, LLC
Peter Trumbo
Control person · since May 2010
- Owns 10% to 25% of Pacific Ridge Capital Partners, LLC
Mark Cooper
Control person · since May 2010
- Owns 5% to 10% of Pacific Ridge Capital Partners, LLC
Michael McDougall
since June 2010
- Owns 5% to 10% of Pacific Ridge Capital Partners, LLC
Justin McKillip
since June 2010
- Owns 5% to 10% of Pacific Ridge Capital Partners, LLC
Joseph Wilkie
since January 2021
Pacific Ridge Capital Partners’ regulatory assets fell from $577M (March 2021) to $495M (April 2026); clients rose from 45 to 50 and employees from 8 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $495M | 50 | 10 | 1 |
| March 2025 | $393M | 56 | 10 | 1 |
| March 2024 | $442M | 60 | 10 | 1 |
| March 2023 | $405M | 52 | 10 | 1 |
| March 2022 | $539M | 53 | 9 | 1 |
| March 2021 | $577M | 45 | 8 | 1 |
Besides its headquarters, Pacific Ridge Capital Partners has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 4900 Meadows Road, Suite 320, Lake OswegoHQ
Contact and registration details
- Legal name
- Pacific Ridge Capital Partners, LLC
- Headquarters
- 4900 Meadows Road, Suite 320, Lake Oswego, OR 97035
- Website
- pacificridgecapital.com
- Phone
- 503-886-8970
- SEC file
- 801-78126
- Structure
- Nevada LLC
- Fiscal year end
- December
Pacific Ridge Capital Partners uses BNY Mellon ($197M, 73%), Northern Trust ($39.2M, 15%) and Fidelity ($33.5M, 12%) as custodians for its separately managed accounts. Pacific Ridge Capital Partners does not have custody of client assets.
- BNY MellonBNY Mellon · New York, NY · $197M73%
- Northern TrustNorthern Trust Corporation · Chicago, IL · $39.2M15%
- FidelityFidelity Investments · Boston, MA · $33.5M12%
At year end, Pacific Ridge Capital Partners’ separately managed accounts were mostly in stocks (97%). Its reported 13F holdings for the quarter ended 30 June 2026 total $551M across 134 positions; the largest are Northeast Bank (2.9%), Red Robin Gourmet Burgers (2.6%) and Versabank (2.5%).
What the accounts hold
- Stocks97%
- Cash3%
Reported 13F holdings
- $551M
- Reported 13F value
- 134
- Positions
- 23.3%
- In the 10 largest
- +19.3%
- Value vs. prior quarter
- Northeast Bank2.9%
- Red Robin Gourmet Burgers2.6%
- Versabank2.5%
- Natural Gas Services Group Inc.2.4%
- Heritage Insurance Hlds Inc.2.4%
- Twin Disc Inc.2.2%
- Dhi Group2.2%
- Motorcar Parts Of America Inc.2.1%
- Alico Inc.2.1%
- Kimball Electronics2.0%
Together, the ten largest are 23.3% of reported value.
How many clients does Pacific Ridge Capital Partners have?
Pacific Ridge Capital Partners has 50 clients and manages $495 million for them, as of April 2026. They include 30 high-net-worth individuals, 19 corporations and other businesses, and 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 April 2026
What services does Pacific Ridge Capital Partners offer?
Pacific Ridge Capital Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Pacific Ridge Capital Partners use?
Pacific Ridge Capital Partners’ separately managed account assets are held at BNY Mellon (New York, NY), with $197M, Northern Trust Corporation (Chicago, IL), with $39.2M and Fidelity Investments (Boston, MA), with $33.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 April 2026
How many financial advisors does Pacific Ridge Capital Partners have?
Pacific Ridge Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pacific Ridge Capital Partners invest in?
At the end of its last fiscal year, Pacific Ridge Capital Partners’ separately managed accounts held 97% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pacific Ridge Capital Partners?
Pacific Ridge Capital Partners’ direct owners are Michael McDougall, Dominic Marshall, Ryan Curdy, Peter Trumbo, Mark Cooper, Justin McKillip and Joseph Wilkie, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 7 April 2026
How does Pacific Ridge Capital Partners get paid?
Pacific Ridge Capital Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Pacific Ridge Capital Partners?
Pacific Ridge Capital Partners’ main office is at 4900 Meadows Road, Suite 320, Lake Oswego, OR 97035. Its phone number is 503-886-8970. Its website is pacificridgecapital.com.