A complete list of active advisors currently associated with Peattie Capital Management
Warmer can help you find a great advisor at Peattie Capital Management or one who fits your needs even better.
Peattie Capital Management provides portfolio management and related advisory services to a small group of clients, overseeing roughly $39 million in assets across about 20 client relationships. The firm’s Form ADV indicates it serves high-net-worth individuals and similar client types and charges fees based on a percentage of assets under management. The brochure describes a personalized investment process that emphasizes portfolio construction, ongoing account reviews, and the firm’s discretion to implement strategies on behalf of clients. Item 8 and Item 13 outline the firm’s methods of analysis and its review schedule, reflecting an active, hands-on management style rather than a purely passive approach. What is distinctive for this peer group is that the firm issues a periodic newsletter for clients, a communications practice that is uncommon among independent advisors. The firm also does not serve non-high-net-worth individual clients, so its small, concentrated client base and targeted communications distinguish it from many independent advisory firms.
To learn more about the advisors currently working at Peattie Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Stamford, CT
| 21
|
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