PEATTIE CAPITAL MANAGEMENT
Firm details
- Headquarters
- STAMFORD, Connecticut
- CRD number
- 144248
- Website
- www.peattiecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Peattie Capital Management operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm engages in the publication of periodicals or newsletters, which indicates a commitment to educating its clients and keeping them informed about market trends and investment strategies. Peattie Capital Management does not classify itself as an ESG investor, suggesting its investment strategies may not specifically prioritize environmental, social, and governance factors. The firm is structured to charge fees based on a percentage of assets under management, aligning its interests with those of its clients.
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 Equities100%
Contacts
1 of 1WILLIAM PEATTIE
Founder and Managing MemberCRD 1402357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STAMFORD, CT
FAIRFIELD
Location
STAMFORD, CT
Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 1200 High Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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