Pacific Ridge Capital Partners, Llc
- Regulatory AUM
- $495M
- Discretionary
- $495M
- Clients
- 50
- Avg AUM / client
- $9.9M
- Accounts
- 55
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Apr 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 30 | $34.9M | 7.06% |
| Investment companies | 1 | $165M | 33.3% |
| Charitable organizations | Fewer than 5 clients | $54.7M | 11.1% |
| State or municipal government entities | Fewer than 5 clients | $200M | 40.5% |
| Corporations and other businesses | 19 | $39.9M | 8.07% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cooper, Mark, Daniel | Manager & President | May 2010 (16y) | 50% – 75% | |
| Curdy, Ryan, Christopher | Member | May 2010 (16y) | 10% – 25% | |
| Marshall, Dominic, Richard | Member & Chief Investment Officer | May 2010 (16y) | 10% – 25% | |
| Trumbo, Peter, Kelly | Manager & Chief Compliance Officer | May 2010 (16y) | 5% – 10% | |
| Mcdougall, Michael, Allen | Member | Jun 2010 (16y) | Less than 5% | |
| Mckillip, Justin, John | Member | Jun 2010 (16y) | 5% – 10% | |
| Wilkie, Joseph, Adam | Member | Jan 2021 (6y) | 5% – 10% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/07/2026 | 953 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $197M (40% of AUM) Apr 2026
- State Street $54.2M (12% of AUM) Mar 2024
- Northern Trust $39.2M (8% of AUM) Apr 2026
- Fidelity Investments $33.5M (7% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 07, 2026.
View current Form ADV (SEC/IAPD) ↗