DBA Peaceable, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.1B
Discretionary
$445M
39% of AUM
Avg account
$26.4M
Accounts
43
Employees
17
Advisory reps
6

Firm details

Headquarters
Yardley, Pennsylvania
CRD number
311756
Registered since
May 20, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

DBA Peaceable, LLC is an SEC-registered investment adviser (registered in 2021) organized as a limited liability company and structured around pooled real estate investment vehicles. The firm targets institutional clients and performs portfolio management for pooled funds, acting in sponsor, general partner, and managing member roles for the vehicles it operates. Its revenue model combines percentage-of-AUM fees with performance-based compensation, and it does not present itself as an ESG-focused manager or a multi-state adviser. Ownership is listed as a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Elaine Johnson

    Elaine Johnson

    CEOCRD 7366588

  • Joseph Stewart

    Chief Accounting OfficerCRD 7973917

Contacts

3 of 4
  • Bridghet Donato

    CCOCRD 4470255

  • James Bruin

    James Bruin

    PresidentCRD 7366587

  • David Henry

    Co-FounderCRD 4359561

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Yardley, PA

Bucks

Location

Yardley, PA

Headquartered in Yardley, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Bucks
Address
1000 Floral Vale Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth