CRD: 167576
Signal Ridge Capital Partners, LLC
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-11-2013
- Office Locations
- 1
Office Locations
About Signal Ridge Capital Partners, LLC
Signal Ridge Capital Partners is an independent private wealth manager based in Framingham, MA, focused on building personalized financial plans and managing portfolios to client goals and risk. The team blends planning and investment management, including portfolio construction and active asset allocation using ETFs and mutual funds, and can incorporate areas like fixed income and alternatives. Custody support includes Schwab and Pershing, with Orion in its tech stack.
Team overview
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Investment Themes
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Owner & Executives
SAMUEL DOUGLAS WEBSTER
Managing Partner, Partner
- CRD
- #4125892
- Ownership
- 50% but less than 75%
MATTHEW BUTLER SCALES
Partner
- CRD
- #2593610
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,558,122 | $1,195,349 |
| Non-Discretionary | $0 | -- |
| Total | $113,558,122 | $1,195,349 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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