This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-26-2007
- Office Locations
- 1
Office Locations
About Peabody River Asset Management, LLC
Peabody River Asset Management, LLC is a Cambridge, MA RIA providing customized portfolio management and financial planning for individuals with complex needs. The firm blends academically informed, systematic analysis with seasoned judgment, focuses on whole-portfolio risk/return balance, and emphasizes low-cost implementation (including ETFs) while avoiding high-expense fashionable products. Notably, it advises on collectibles such as art and antique maps.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
ADAM JARED APT
COMPLIANCE OFFICER, Manager
- CRD
- #2913089
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,872,958 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,872,958 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $12,872,958
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $449,546,985 | 51.1% |
| Cash | $430,192,711 | 48.9% |
| Total | $879,739,696 | 100.0% |