PEB CAPITAL MANAGEMENT LLC

Overview

PEB Capital Management LLC is an independent, SEC‑registered registered investment adviser that focuses on discretionary portfolio management and financial planning for individuals and small businesses. The firm acts as a capital allocator and provides manager selection services, which indicates it combines direct portfolio construction with third‑party manager relationships. Fee arrangements are flexible — the firm charges a percentage of AUM and also uses hourly and fixed fees for planning or non‑discretionary work. PEB Capital does not position itself as an active ESG investor. The firm’s business mix centers on bespoke advisory work for individual and family clients. Its advisory services include financial planning, ongoing portfolio management, and the selection of outside advisers or managers when needed. PEB Capital’s SEC registration in 2021 and its status as an independent RIA suggest a small but professionally structured practice that emphasizes discretionary management and manager oversight.

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Location & Offices