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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-14-2007
- Office Locations
- 1
Office Locations
About Peattie Capital Management
Peattie Capital Management is an independent RIA providing separately managed accounts for wealthy individuals, families, family offices, and foundations (typically $1M+). Portfolios blend top-down macro analysis with bottom-up fundamental research, informed by 30+ years of institutional fixed income and hands-on equity experience. PCM offers a hedged, flexible approach that can raise cash and short to protect capital, without hedge-fund lockups or performance fees; Schwab is a primary custodian.
Team overview
Insights
Asset Classes
Investment Themes
Owner & Executives
WILLIAM AUSTIN PEATTIE
Investment Advisor, Managing Member
- CRD
- #1402357
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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