Peabody River Asset Management, LLC

RIASEC Registered
Total AUM
$12.9M
Discretionary
$12.9M
100% of AUM
Avg account
$644K
Accounts
20
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
143644
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI48.79%
  • Individuals44.34%
  • Charitable Organizations6.87%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Peabody River Asset Management, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual/family and institutional clients and acts as a capital allocator, providing financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Part of its advisory remit is the selection of other advisers, which signals regular use of external managers. The firm reports multiple fee arrangements (percentage of AUM, hourly, and fixed fees) and identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 25%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents25%

Contacts

1 of 1
  • Adam Apt

    Adam Apt

    ManagerCRD 2913089

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth