Peltoma Capital Partners's Form ADV discloses 0.50% on the first $10 million and 0.25% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #325138), Peltoma Capital Partners is subject to fiduciary duty under federal law.
Peltoma Capital Partners serves 54 high-net-worth clients according to their SEC filing dated July 10, 2026. View client details ↓
According to their SEC Form ADV, Peltoma Capital Partners offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Peltoma Capital Partners manages $211 million in client assets according to their SEC filing dated July 10, 2026.
According to their SEC Form ADV, Peltoma Capital Partners serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓