$6.3M Total AUM
$6.3M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-21-2007
- Office Locations
- 1
Office Locations
-- Pittsburgh PA
About Peridot Capital Management
Peridot Capital Management LLC is an independent fiduciary RIA serving individuals, families, and small business owners with highly customized investment management plus business formation, bookkeeping, tax, and consulting support. Portfolios emphasize asset allocation with heavy ETF use, and the firm custodies with Charles Schwab.
Team overview
43 AVG AGE
$6.3M AVG AUM / ADVISOR
$284.1K AVG AUM / CLIENT
19.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Asset Classes
Horizon
Client Personas
Momentum
Custodian
Capital Capital
Investment Themes
Unison
Investment Vehicles
Alpha atlas
Services
Signal frontier Peak vector
Owner & Executives
CHAD ADAM BRAND
President
- CRD
- #5184211
- Ownership
- 75% or more
(984) 236-5408
alpha.signal@capitalcapital.com
in linkedin.com/in/signal-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,250,000
Equity - Exchange:
10.5% Corporate - Non-Investment Grade:
18.6% Cash:
18.7% U.S. Government/Agency:
18.6% Corporate - Investment Grade:
16.3% Derivatives:
17.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $935,821,142 | 10.5% |
| Corporate - Non-Investment Grade | $1,657,740,308 | 18.6% |
| Cash | $1,666,652,890 | 18.7% |
| U.S. Government/Agency | $1,657,740,308 | 18.6% |
| Corporate - Investment Grade | $1,452,750,915 | 16.3% |
| Derivatives | $1,541,876,739 | 17.3% |
| Total | $8,912,582,302 | 100.0% |