PETRIE CAPITAL MANAGEMENT LLC.

Overview

Petrie Capital Management LLC is an independent registered investment adviser that provides discretionary portfolio management and financial planning for individuals and small businesses, with a client focus on individual and family relationships. The firm charges a percentage-of-assets fee structure and may use performance-based fees for some engagements. Its filings indicate a preference for managed public funds and mutual funds as the core building blocks of client portfolios rather than a heavy tilt toward proprietary products or in-house funds. Petrie Capital runs a relatively concentrated practice: discretionary authority covers the entirety of reported assets and the firm does not identify itself as an active ESG investor. Advisory services center on bespoke planning and portfolio management rather than institutional pension consulting or multi-state advisory programs.

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Investments & Alternatives

Location & Offices