PETERSON CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
284830

Firm profile

FINTRX

Overview

Peterson Capital Management, LLC is organized as a limited liability company with individual ownership. The firm is classified as unclassified in the source data and does not report being a multi-state adviser, an active ESG investor, a pension consultant, or a capital allocator. Registration year with the SEC is not provided. The firm appears to operate primarily through sponsored pooled vehicles: it is listed as an other investment adviser and sponsor, and as a general partner and managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MATTHEW PETERSON

    Managing PartnerCRD 5671753

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
10815 2222 100
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth