$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-16-2024
- Office Locations
- 1
Office Locations
-- Bend OR
About West Ridge Capital Management L.l.c.
West Ridge Capital Management is a Bend, OR fiduciary RIA led by founder Charles Raub, CAIA, bringing institutional portfolio experience (including CalPERS) to personalized portfolio management, investment advisory, and financial planning for individual investors. The firm emphasizes clear client education and long-term asset allocation, with alternatives used when appropriate. Custodied at Charles Schwab.
Team overview
39 AVG AGE
$1.6M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
C
CHARLES PATRICK RAUB
Chief Compliance Officer, PRINCIPAL
- CRD
- #5414113
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,638,714 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,638,714 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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