Peabody River Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 143644
- Website
- www.peabodyriver.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI48.79%
- Individuals44.34%
- Charitable Organizations6.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Peabody River Asset Management, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual/family and institutional clients and acts as a capital allocator, providing financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Part of its advisory remit is the selection of other advisers, which signals regular use of external managers. The firm reports multiple fee arrangements (percentage of AUM, hourly, and fixed fees) and identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents25%
Contacts
1 of 1
Adam Apt
ManagerCRD 2913089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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