A complete list of active advisors currently associated with Peridot Capital Management

Warmer can help you find a great advisor at Peridot Capital Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Peridot 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.