PEAVINE CAPITAL, LLC
Firm details
- Headquarters
- ,
- CRD number
- 159922
- Registered since
- January 25, 2013
- 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 SEC-registered investment adviser that manages concentrated portfolios for a small roster of high-net-worth and institutional clients. The firm’s mandate emphasizes public funds and pooled vehicles rather than direct stock picking: its portfolio tilt is toward broad-market ETFs and mutual funds, with a light allocation to individual equities. Peavine provides discretionary portfolio management for individuals, small businesses and institutional clients, charging fees that include a percentage of AUM and other fee arrangements. The firm does not identify as an active ESG investor and operates under a single-owner structure that has been SEC-registered since 2013. Peavine’s investment approach shows a preference for passive, liquid exposure via index ETFs and mutual funds. That preference appears across client accounts and separately managed assets, and the firm maintains custody of client assets through a major national custodian, which supports a model built around standardized fund wrappers and SMA execution rather than an extensive direct private-market or alternative manager footprint.
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
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
Contacts
2 of 2KENNETH LAMBERT
Managing MemberCRD 2531553
JENNIFER LAMBERT
Managing MemberCRD 5116977
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$438M in ETFs
100%
$437M
<1%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $184M | 283,624 | 42.08% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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