Pacific Ridge Capital Partners, LLC

Fee-Only (% of Portfolio)

Pacific Ridge Capital Partners (PRCP) offers investment management services, primarily for institutional and high net worth individual clients, using Small Cap and Micro Cap model portfolios. These portfolios are managed on a discretionary basis. PRCP does not tailor its advisory services to the individual needs of clients, but clients can place reasonable restrictions on investments. PRCP also acts as a sub-adviser to mutual funds.

Assets Under Management$390M
Clients56
AdvisorsN/A
Avg. per Client$7M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee for the Small Cap portfolio is 1.00% of assets under management, with a minimum separate account size of $3 million. The annual fee for Portfolio Management Services in the Micro Cap portfolio is 1.50% of assets under management, with a minimum separate account size of $3 million. These minimum account size and fee requirements may be negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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