Peavine Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 159922
- Registered since
- January 25, 2013
- Website
- www.peavinecapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Corporations / Businesses54.09%
- HNWI45.91%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Peavine Capital, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2013. The firm provides discretionary portfolio management to both high-net-worth individuals and families as well as institutional clients, with fee arrangements that include a percentage-of-AUM component and other fee types. Its advisory scope explicitly covers portfolio management for individuals/small businesses and for businesses or institutions. Peavine does not position itself as a capital allocator and the firm is not described as an ESG-focused investor. Custody for firm assets is concentrated at a single custodian relationship (see Assets & Accounts). The firm’s filings do not list third-party affiliations by name, but they indicate the use of external managers for some allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
Contacts
2 of 2Jennifer Lambert
Managing MemberCRD 5116977
Kenneth Lambert
Managing MemberCRD 2531553
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$447M in ETFs
100%
$445M
<1%
$1.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $189M | 248,387 | 42.38% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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