Peridot Capital Management

Peridot Capital Management LLC is a single-advisor registered investment adviser that serves individual investors, with a client base that includes younger savers pursuing long-term capital appreciation and retirees seeking income-focused strategies. The firm offers discretionary portfolio management as its primary service and also provides hourly financial consultations for clients who prefer advice without account management.

Investment decisions begin with a client-specific asset allocation based on objectives, time horizon, and risk tolerance, followed by fundamental, value-oriented security selection that favors a contrarian, long-term approach. Implementation may include publicly traded equities and fixed income, mutual funds, closed-end funds, ETFs, and equity options; the brochure specifically describes the use of covered-call option strategies and emphasizes that the firm generally avoids short‑term trading.

Distinctive aspects disclosed in the brochure include a 2006 consent order with the Missouri securities division related to unregistered advisory activity (resulting in a $1,000 fine) and subsequent registration in 2007, which the firm reports in its disciplinary section. The adviser also offers accounting, bookkeeping, and tax services to small-business clients outside its advisory practice, and its explicit use of derivatives (equity options) in client accounts is a practice less common among similar small independent firms.