PECONIC ASSET PLANNING

Overview

Peconic Asset Planning is a small, fee-based wealth manager that focuses on portfolio management for individuals and small businesses. The firm is structured as a corporation and is individually owned. It operates primarily on a percentage-of-AUM fee model and does not present itself as an ESG-focused manager. Its client base includes both individual and family clients as well as some institutional relationships, with advisory activity centered on discretionary portfolio management. Investment positioning emphasizes equities, with the largest allocation held in exchange-traded instruments. The firm appears to favor liquid, cost-efficient vehicles for core exposure while also incorporating third-party managers for alternative return streams. Custody and execution are concentrated through a single major custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices