Peavine Capital, LLC

RIASEC RegisteredEst. 2013

Total AUM

$496M

Discretionary

$496M

100% of AUM

Avg account

$24.8M

Accounts

20

Employees

2

Advisory reps

2

Firm details

Headquarters: ,
CRD number: 159922
Registered since: January 25, 2013
Website: www.peavinecapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Other
Client types: Corporations / Businesses54.09%
HNWI45.91%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Peavine Capital, LLC is an independent RIA structured as an LLC and registered with the SEC since 2013. The firm serves both affluent individuals/families and institutional clients, providing discretionary portfolio management for individuals, small businesses, and institutions. Its fee model includes a percentage-of-AUM component alongside other fee arrangements. The firm does not identify as an ESG investor and is not a multi-state adviser in the data provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds97%
Cash & Cash Equivalents3%

Contacts

2 of 2

Kenneth Lambert
Managing MemberCRD 2531553
Jennifer Lambert
Managing MemberCRD 5116977

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 6

Active vs passive

$462M in ETFs

Passive

100%

$460M

Active

<1%

$1.8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$195M	261,687	42.29%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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