Overview
Assets Under Management: $105 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 30
Average Client Assets: $3.3 million
Frequently Asked Questions
PETRIE CAPITAL MANAGEMENT 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 #136480), PETRIE CAPITAL MANAGEMENT LLC. is subject to fiduciary duty under federal law.
PETRIE CAPITAL MANAGEMENT LLC. is headquartered in SEATTLE, WA.
PETRIE CAPITAL MANAGEMENT LLC. serves 30 high-net-worth clients according to their SEC filing dated February 20, 2026. View client details ↓
According to their SEC Form ADV, PETRIE CAPITAL MANAGEMENT LLC. offers financial planning and portfolio management for individuals. View all service details ↓
PETRIE CAPITAL MANAGEMENT LLC. manages $105 million in client assets according to their SEC filing dated February 20, 2026.
According to their SEC Form ADV, PETRIE CAPITAL MANAGEMENT LLC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.82%
Average Client Assets: $3.3 million
Total Client Accounts: 107
Discretionary Accounts: 107
Regulatory Filings
CRD Number: 136480
Filing ID: 2049077
Last Filing Date: 2026-02-20 14:30:54