Pacific Ridge Capital Partners is a registered investment advisor based in Lake Oswego, Oregon, that manages investment portfolios for high-net-worth individuals, institutional clients, pension plans, and charitable organizations. The firm focuses primarily on two model strategies: a Small Cap portfolio containing 70 to 100 holdings based on the Russell 2000 Index, and a Micro Cap portfolio containing 50 to 80 holdings based on the Russell Microcap Index. Pacific Ridge Capital Partners uses fundamental and technical analysis combined with long-term and short-term purchasing strategies to manage client accounts on a discretionary basis. Clients can place reasonable restrictions on the types of investments held in their accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is 1.00% for the Small Cap portfolio and 1.50% for the Micro Cap portfolio. Minimum account size is $3 million, which may be negotiable. Performance-based fees may apply for qualified clients.