PERIWINKLE TRADING LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 298876
- Registered since
- March 25, 2019
Firm profile
FINTRXOverview
Periwinkle Trading LLC operates as a limited liability company and is registered with the SEC since 2019. The firm is classified as unclassified and does not engage in capital allocation or pension consulting. Its client base and fee structure remain unspecified, indicating a potential focus on niche investment strategies rather than broad market engagement. The firm does not actively pursue ESG investments and is not recognized as a multi-state adviser.
Assets & Accounts
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
Owners & executives
3 of 3SCOTT SMALLWOOD
CEOCRD 4225072
Marsh Marshall
Chief Operating OfficerCRD 7085556
KRISTA WEYMOUTH
Chief Financial OfficerCRD 3179626
Contacts
1 of 1Carol Anne Smallwood
OwnerCRD 7085555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
DISTRICT OF COLUMBIA
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- DISTRICT OF COLUMBIA
- Address
- 1050 30th St NW
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
DECENTRAL PARK ADVISORS, LLC
Exempt Reporting AdvisorWashington, DC
K STREET CAPITAL FUND MANAGEMENT COMPANY, LLC
Exempt Reporting AdvisorWashington, DC
SAX CAPITAL LLC
Exempt Reporting AdvisorWashington, DC
FENWAY SUMMER INVESTMENT MANAGEMENT LLC
Exempt Reporting AdvisorWashington, DC
HELIOS DIGITAL VENTURES ADVISORS LLC
Exempt Reporting AdvisorWashington, DC
TOFINO CAPITAL MANAGEMENT, LLC
Exempt Reporting AdvisorWashington, DC