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CRD 152154
LAKE OSWEGO, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PACIFIC RIDGE MICRO CAP VALUE FUND LLC | Other Private Fund | $20.7M | Mar 9, 2022 | 7 | Mar 21, 2012 | dropped | 021-156914 |
| PACIFIC RIDGE SMALL CAP VALUE FUND LLC | Other Private Fund | $3.1M | Mar 9, 2022 | 7 | Mar 21, 2012 | dropped | 021-170151 |
| PACIFIC RIDGE OPPORTUNITY FUND LLC | Other Private Fund | $2.4M | Mar 17, 2017 | 3 | Mar 21, 2012 | dropped | 021-159180 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COOPER, MARK, DANIEL | MANAGER & PRESIDENT | D | yes | 05/2010 | Mar 21, 2012 | Mar 12, 2024 |
| TRUMBO, PETER, KELLY | MANAGER & CHIEF COMPLIANCE OFFICER | A | yes | 05/2010 | Mar 21, 2012 | Mar 12, 2024 |
| CURDY, RYAN, CHRISTOPHER | Member | B | no | 05/2010 | Mar 21, 2012 | Mar 12, 2024 |
| MARSHALL, DOMINIC, RICHARD | MEMBER & CHIEF INVESTMENT OFFICER | B | no | 05/2010 | Mar 21, 2012 | Mar 12, 2024 |
| MCDOUGALL, MICHAEL, ALLEN | Member | Na | no | 06/2010 | Mar 21, 2012 | Mar 12, 2024 |
| MCKILLIP, JUSTIN, JOHN | Member | A | no | 06/2010 | Mar 21, 2012 | Mar 12, 2024 |
| WILKIE, JOSEPH, ADAM | Member | A | no | 01/2021 | Mar 9, 2022 | Mar 12, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 7, 2026 | $495M | $495M | 10 | 6 | 0 | n/a | n/a |
| 2024 | Mar 20, 2025 | $393M | $393M | 10 | 6 | 0 | n/a | n/a |
| 2023 | Mar 12, 2024 | $442M | $442M | 10 | 6 | 0 | n/a | n/a |
| 2022 | Mar 23, 2023 | $405M | $405M | 10 | 6 | 0 | n/a | n/a |
| 2021 | Mar 9, 2022 | $539M | $539M | 9 | 5 | 0 | 2 | $23.7M |
| 2020 | Mar 18, 2021 | $577M | $577M | 8 | 5 | 0 | 2 | $25.8M |
| 2019 | Mar 18, 2020 | $369M | $369M | 9 | 5 | 0 | 2 | $19.0M |
| 2018 | Mar 27, 2019 | $381M | $381M | 9 | 5 | 1 | 2 | $22.0M |
| 2017 | Mar 21, 2018 | $388M | $388M | 9 | 5 | 1 | 2 | $12.1M |
| 2016 | Mar 17, 2017 | $303M | $303M | 9 | 5 | n/a | 3 | $16.4M |
| 2015 | Mar 16, 2016 | $214M | $214M | 9 | 5 | n/a | 3 | $11.0M |
| 2014 | Mar 26, 2015 | $245M | $245M | 7 | 4 | n/a | 3 | $12.2M |
| 2013 | Mar 19, 2014 | $151M | $151M | 6 | 4 | n/a | 3 | $12.2M |
| 2011 | Mar 21, 2012 | $77.0M | $77.0M | n/a | n/a | n/a | 3 | $7.4M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $495M | $393M | 25.9% | $405M | 6.9% | 10 | 10 | 0 | 0 |