Overview
Assets Under Management: $424 million
High-Net-Worth Clients: 5
Average Client Assets: $34 million
Frequently Asked Questions
PEAVINE CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159922), PEAVINE CAPITAL, LLC is subject to fiduciary duty under federal law.
PEAVINE CAPITAL, LLC serves 5 high-net-worth clients according to their SEC filing dated January 21, 2025. View client details ↓
According to their SEC Form ADV, PEAVINE CAPITAL, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
PEAVINE CAPITAL, LLC manages $424 million in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, PEAVINE CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.27
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 19
Discretionary Accounts: 19
Regulatory Filings
CRD Number: 159922
Last Filing Date: 2025-01-21 00:00:00
Website: https://peavinecapital.com