Peridot Capital Management

Overview

Peridot Capital Management is a small, individual-owner registered advisory firm focused on portfolio management for individuals, families and small businesses. The firm emphasizes equity exposure as its primary risk allocation, using exchange-traded equities for the bulk of client portfolios while supplementing with mutual funds and targeted alternative real estate exposure. Fee arrangements include a percentage-of-AUM model alongside the option for hourly charges, reflecting a mix of ongoing advisory relationships and project-based work. The firm is not positioned as an ESG investor and is not structured as a multi-state adviser. Operationally, Peridot appears to blend advisory services with accounting expertise—its stated business activity is accounting—which suggests an emphasis on tax-aware implementation and financial reporting for smaller client bases. Investment decisions are executed through a single primary custodian relationship, which supports liquid, low-cost access to exchange-traded products and standard mutual-fund share classes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices