Signal Ridge Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$106,152,579
Clients
94
Advisors
3
of 3 employees
About
Signal Ridge Capital Partners provides financial planning, consulting, and investment management to individuals (including high–net-worth clients), as well as trusts, estates, business entities and qualified plans. The firm typically delivers discretionary portfolio management (with percentage‑of‑AUM billing common) and also offers standalone financial planning or hourly/ fixed‑fee consulting engagements.
Signal Ridge constructs portfolios using a proprietary, strategic asset‑allocation methodology and offers internally developed model portfolios that can be customized for tax circumstances, liquidity needs, portfolio size, or client preferences. The firm routinely uses a wide range of instruments — including mutual funds, ETFs and ETNs (including leveraged products), equities, fixed income, options, futures and limited margin — and monitors and rebalances accounts on an ongoing basis.
Noteworthy aspects of the firm include that its Chief Compliance Officer is an actively registered attorney and also serves as an Investment Adviser Representative of another advisory firm, indicating legal and adviser‑registration affiliations not typical among peers. Signal Ridge also sponsors and manages a wrap fee program, may serve as a sub‑adviser to unaffiliated registered advisers, and manages about $113.6 million on a discretionary basis while applying a generally disclosed $1 million account minimum (subject to negotiation).
Client services
Expertise
Fee options
Typically $1,000 to $15,000 for financial planning and consulting services
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.70%
$350 per hour
Account minimum: $1,000,000
Main office
434 Old Connecticut Path, Suite 3 A
Framingham MA 01701
Advisors at this office
3
Most active in
Massachusetts · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Joshua S
CFP®, Series 63, Series 65
Framingham, MA
Signal Ridge Capital Partners, LLC
Joshua Street is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Signal Ridge Capital Partners, LLC since 2014. The firm provides financial planning, consulting, and investment management services to individuals—including high-net-worth clients—as well as trusts, estates, business entities, and qualified plans. Signal Ridge employs a proprietary, strategic asset-allocation methodology and offers customizable model portfolios using a broad range of instruments, with ongoing monitoring and rebalancing.
Samuel W
Series 66
Framingham, MA
Signal Ridge Capital Partners, LLC
Samuel Webster is a financial advisor at Signal Ridge Capital Partners, LLC, with 16 years of industry experience. He has been with Signal Ridge since 2013 and holds a Series 66 designation. Signal Ridge Capital Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, business entities, and qualified plans. The firm employs a proprietary, strategic asset-allocation methodology and offers customizable model portfolios that utilize a wide range of investment instruments, with ongoing monitoring and rebalancing.
John S
Series 66
Framingham, MA
Signal Ridge Capital Partners, LLC
John Smitka Jr. is a financial advisor at Signal Ridge Capital Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Signal Ridge since 2013. His prior experience includes roles at Tiedemann & Associates Investment Advisors Inc. and Penguin Global Wealth Management LLC. He serves on the investment committee of the Crotched Mountain Foundation, a nonprofit special needs educational facility. Signal Ridge Capital Partners provides financial planning, consulting, and investment management to individuals, trusts, estates, business entities, and qualified plans. The firm employs a proprietary strategic asset-allocation approach and offers customized portfolios using a diverse range of investment instruments.
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