Signal Ridge Capital Partners, LLC

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Client assets under management

$106,152,579

Clients

40% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,129,283

About

Signal Ridge Capital Partners provides financial planning, consulting, and investment management to individuals, high‑net‑worth clients, business entities, trusts, estates, charitable organizations, and qualified plans. The firm is a small team managing roughly $113.6 million in discretionary assets across about 94 client relationships.

Portfolios are constructed with a strategic, diversified asset‑allocation approach using a proprietary methodology and a mix of macroeconomic, fundamental, quantitative, technical, and cyclical analysis; the firm offers both model and customized portfolios and monitors and rebalances them on an ongoing basis. For clients with higher risk tolerance it may employ leveraged ETFs/ETNs, options, futures, and limited margin (typically not exceeding 10%), and tailors allocations for tax, liquidity, or personal preferences.

Signal Ridge’s operating model includes a few features that are uncommon among peers: a senior compliance officer who is a licensed attorney and also serves as an investment adviser representative of another registered adviser, the firm’s provision of sub‑advisory services to unaffiliated advisers, and sponsorship/management of a wrap‑fee program that bundles advisory and brokerage services. The firm recently transitioned to SEC registration and currently manages all reported assets on a discretionary basis.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies ESG / Sustainable investing Tax-loss harvesting

Fee options

Fixed

Fixed fees for financial planning and consulting services generally range from $1,000 to $15,000

Percentage

$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%

Project-based

$350 per hour

Other

Account minimum: $1,000,000 Fee-only: Financial planning fixed fees generally range from $1,000 to $15,000; hourly rate is $350/hour

Main office location

Signal Ridge Capital Partners, LLC

434 Old Connecticut Path, Suite 3 A

Framingham MA 01701, United States

Number of offices

Most active in

Massachusetts · New Hampshire

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 617-607-3222

Advisors at this firm

Matthew S

CFA®, Series 63

Framingham, MA

Signal Ridge Capital Partners, LLC

Matthew Scales is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at Signal Ridge Capital Partners, LLC, where he has worked since 2023. Prior to this, he held positions at Stagecoach Investment Consulting and Wellington Management. Signal Ridge Capital Partners provides financial planning, consulting, and investment management services to individuals, business entities, trusts, estates, charitable organizations, and qualified plans. The firm uses a strategic, proprietary asset-allocation framework that integrates multiple analytical approaches and offers customized portfolios managed on a discretionary basis.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing Tax-loss harvesting

Joshua S

CFP®, Series 63, Series 65

Framingham, MA

Signal Ridge Capital Partners, LLC

Joshua Street is a CFP® professional with 11 years of industry experience, currently serving at Signal Ridge Capital Partners, LLC since 2014. He holds the Series 63 and Series 65 licenses and is based in Framingham, MA. Signal Ridge Capital Partners provides financial planning, consulting, and investment management services to individuals, business entities, trusts, estates, charitable organizations, and qualified plans. The firm uses a proprietary asset-allocation framework incorporating various analytical approaches and offers customized portfolio strategies, managing all assets on a discretionary basis.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing Tax-loss harvesting

Samuel W

Series 66

Framingham, MA

Signal Ridge Capital Partners, LLC

Samuel Webster is a financial advisor with Signal Ridge Capital Partners, LLC in Framingham, MA. He holds a Series 66 designation and has 16 years of industry experience. Webster has been with Signal Ridge Capital Partners since 2013. Signal Ridge Capital Partners serves individuals, business entities, trusts, estates, charitable organizations, and qualified plans with financial planning, consulting, and investment management. The firm uses a proprietary asset-allocation framework informed by multiple analytical approaches and offers customizable portfolios managed on a discretionary basis.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing Tax-loss harvesting

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