PACIFIC RIDGE CAPITAL PARTNERS, LLC

CRD

152154

SEC file #

801-78126

EIN

000000000

DBA names

Pacific Ridge Capital Partners, LlcTokay Management Company, Llc

Economics

AUM

$494.6M

AUM band

$100M-$500M

AUM trajectory

'20 · $381.2M

'21 · $368.6M

'22 · $576.9M

'23 · $539.5M

'25 · $392.7M

'26 · $494.6M

'20'26

$381.2M → $494.6M▲ +30%

sec adv history

Client mix

Individuals High Net Worth	30
Corporations	19
Investment Companies	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 5 advisors

'21 · 5 advisors

'22 · 5 advisors

'23 · 5 advisors

'25 · 6 advisors

'26 · 6 advisors

'20'26

5 advisors → 6 advisors▲ +20%

sec adv history

Primary office

LAKE OSWEGO OR

Branches

Count

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

04/07/2026

ADV-W filed at

—

Website

pacificridgecapital.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

MARSHALL, DOMINIC, RICHARD

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

MARSHALL, DOMINIC, RICHARD

COOPER, MARK, DANIEL

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

PACIFICRIDGECAPITAL.COM

Rdap Domain Creation Date

2005-08-02T22:07:19Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001501358

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2010-09-15

Edgar Last Filing Date

2022-03-09

Edgar Form D Count

Edgar Form D Offerings

2022-03-092022-03-09 · 0001537156-22-000002

2021-03-092021-03-09 · 0001501358-21-000001

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	4
E*trade	4
Northern Trust	2
Bny Mellon	2

adv brochure

Edgar Addresses

Mailing

4900 MEADOWS ROAD, SUITE 320LAKE OSWEGO, OR 97035

Business

4900 MEADOWS ROAD, SUITE 320LAKE OSWEGO, OR 97035

Edgar EIN

000000000

Edgar Recent Filings

D/A2022-03-09 · 0001537156-22-000002

D/A2021-03-09 · 0001501358-21-000001

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-08-02T22:07:19Z

Rdap Domain Last Changed

2026-04-10T20:51:06Z

Rdap Nameservers

Connect1.squarespacedns.comConnect2.squarespacedns.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

5215491

Trust Company Affiliate