CRD: 282062
Dean Peterson Capital Management, LLC
$5.7M Total AUM
$5.7M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-10-2016
- Office Locations
- 1
Office Locations
-- Rancho Cordova CA
About Dean Peterson Capital Management, LLC
Peterson Capital Management is a value-based, long-term investment manager focused on compounding capital. The firm provides asset management for prospective limited partners and offers an LP Overview plus ongoing investor communications, including an annual report and annual meeting presentations led by Matthew Peterson, CFA.
Team overview
-- AVG AGE
$5.7M AVG AUM / ADVISOR
$810.2K AVG AUM / CLIENT
10.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DEAN O PETERSON
Financial Advisor, Managing Member
- CRD
- #1185754
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,671,071 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,671,071 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Other:
Available Municipal Bonds:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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