Peavine Capital, LLC

RIASEC RegisteredEst. 2013

Total AUM

$496M

Discretionary

$496M

100% of AUM

Avg account

$24.8M

Accounts

20

Employees

2

Advisory reps

2

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

FINTRX

Overview

Peavine Capital, LLC is a small SEC-registered investment advisor organized as an LLC and operating since 2013. The firm serves both individual/family and institutional clients and provides discretionary portfolio management for individuals, small businesses, and institutions. Its fee model includes percentage-of-AUM pricing (and unspecified additional fee types). Peavine does not position itself as an active ESG investor, is not registered as a multi-state adviser, and is owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds97%
Cash & Cash Equivalents3%

Contacts

2 of 2

Kenneth Lambert
Managing MemberCRD 2531553
Jennifer Lambert
Managing MemberCRD 5116977

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 6

Active vs passive

$462M in ETFs

Passive

100%

$460M

Active

<1%

$1.8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$195M	261,687	42.29%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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