PEBBLE MANAGEMENT GROUP

Overview

Pebble Management Group is a small, equity-focused RIA that manages discretionary portfolios primarily for individual and family clients. The firm shows a clear preference for exchange-traded instruments, using SMAs and ETFs as core building blocks while supplementing equity exposure with mutual funds and select alternative managers. Its advisory services cover single-family and small-business portfolios as well as pooled investment vehicles and institutional/business accounts, and it offers pension consulting services, indicating comfort with both retail and pooled mandates. Investment activity emphasizes liquid, exchange-traded equities as the principal allocation, supported by external alternative managers when clients require diversification or non-correlated return streams. Fee billing follows a percentage-of-AUM model, which aligns incentives toward growth of client assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices