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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-18-2019
- Office Locations
- 1
Office Locations
About Different Investments, LLC
Different Investments, LLC is a boutique investment firm serving entrepreneurs, executives, and their families, combining active portfolio management with private placement and alternative strategies alongside traditional assets. The team uses a planning-driven “required rate of return” framework to size risk and manage volatility, supported by proprietary research that screens 20,000+ investments annually and tracks 500+ monthly. Research spans hedge funds, private equity/debt, real estate, and energy; assets are custodied at LPL Financial.
Team overview
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Accredited Investors
Asset Classes
Client Personas
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Fund Managers
Investment Themes
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Technology
Owner & Executives
Jonathan Peyton
Chief Compliance Officer
- CRD
- #4829058
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,340,951 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,340,951 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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