Signal Ridge Capital Partners provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Signal Ridge Capital Partners reports 95 clients. They include 56 individual clients, 38 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($114M across 95 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $86.1M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 18% |
| High-net-worth individuals | 40% | 75% |
| Charitable organizations | 1% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 56 | $21M | 18.5% | $374K |
| High-net-worth individuals | 38 | $85.2M | 75.0% | $2.24M |
| Charitable organizations | Fewer than 5 | $7.41M | 6.5% | $7.41M |
| Total | 95 | $114M | 100% | — |
- Clients
- 56
- Regulatory AUM
- $21M
- AUM share
- 18.5%
- Avg. per client
- $374K
- Clients
- 38
- Regulatory AUM
- $85.2M
- AUM share
- 75.0%
- Avg. per client
- $2.24M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.41M
- AUM share
- 6.5%
- Avg. per client
- $7.41M
Total
- Clients
- 95
- Regulatory AUM
- $114M
- 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
- Financial planning clients last fiscal year
- 51–100
Signal Ridge Capital Partners charges 0.70%–1.00% a year for its Investment Management Fee. Each asset band is charged at its own rate. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $1,000,000. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.90% |
| $5M–$10M | 0.80% |
| $10M and above | 0.70% |
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting fees are negotiable and generally range from $1,000 to $15,000 on a fixed fee basis and/or $350 on an hourly rate basis.
Samuel Webster owns 50% to 75% of Signal Ridge Capital Partners. The leadership team of Signal Ridge Capital Partners includes Chief Compliance Officer John Smitka. It has 3 employees.
Leadership
John SmitkaChief Compliance Officer
Joshua StreetPartner
Samuel WebsterManaging Partner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Signal Ridge Capital Partners, LLC
Samuel Webster
Control person · since March 2013
- Owns 10% to 25% of Signal Ridge Capital Partners, LLC
Joshua Street
Control person · since January 2020
Besides its headquarters, Signal Ridge Capital Partners has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 434 Old Connecticut Path, Suite 3a, FraminghamHQ
Contact and registration details
- Legal name
- Signal Ridge Capital Partners, LLC
- Headquarters
- 434 Old Connecticut Path, Suite 3a, Framingham, MA 01701
- Website
- signalridgecp.com
- Phone
- 617-607-3222
- @signal-ridge-capital-partners
- SEC file
- 801-134889
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Signal Ridge Capital Partners uses Pershing ($91.5M) as custodian for its separately managed accounts. Signal Ridge Capital Partners has custody of $565K in client assets for 9 clients.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $91.5M100%
At year end, Signal Ridge Capital Partners’ separately managed accounts were mostly in funds (64%) and stocks (28%).
What the accounts hold
- Stocks28%
- Funds64%
- Bonds1%
- Cash7%
How many clients does Signal Ridge Capital Partners have?
Signal Ridge Capital Partners has 95 clients and manages $114 million for them, as of September 2026. They include 56 individual clients, 38 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 September 2026
What services does Signal Ridge Capital Partners offer?
Signal Ridge Capital Partners provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Signal Ridge Capital Partners charge?
Signal Ridge Capital Partners charges 0.70%–1.00% a year for its Investment Management Fee. Each asset band is charged at its own rate. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $1,000,000.
Which custodians does Signal Ridge Capital Partners use?
Signal Ridge Capital Partners’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $91.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 September 2026
How many financial advisors does Signal Ridge Capital Partners have?
Signal Ridge Capital Partners has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 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 Signal Ridge Capital Partners invest in?
At the end of its last fiscal year, Signal Ridge Capital Partners’ separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 7% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Signal Ridge Capital Partners have a minimum investment?
Yes, Signal Ridge Capital Partners’ minimum account size for its Investment Management Fee is $1M.
Who owns Signal Ridge Capital Partners?
Signal Ridge Capital Partners’ direct owners are Samuel Webster (50% to 75%) and Joshua Street (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 September 2026
How does Signal Ridge Capital Partners get paid?
Signal Ridge Capital Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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
Is Signal Ridge Capital Partners registered with the SEC?
Yes, Signal Ridge Capital Partners has been registered with the SEC as an investment adviser since 4 December 2025. Its CRD number is 167576 and its SEC file number is 801-134889.
Source: Form ADV Part 1A, Item 1, filed 1 September 2026; IAPD firm record
How do I contact Signal Ridge Capital Partners?
Signal Ridge Capital Partners’ main office is at 434 Old Connecticut Path, Suite 3a, Framingham, MA 01701. Its phone number is 617-607-3222. Its website is signalridgecp.com.