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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Summit peakFoundation +more
- Established Date
- 09-30-2005
- Office Locations
- 1
Office Locations
About Petrie Capital Management Llc.
Petrie Capital Management is a Seattle-based SEC-registered RIA (founded 2004) providing discretionary portfolio management and integrated planning for individuals and multi-generational families, including foundations. The firm emphasizes capital preservation and drawdown control using economic indicators and technical analysis, and supports values-based/ESG portfolios alongside retirement, estate, and philanthropic planning. Custody includes Schwab; founder-led, small-client model.
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Owner & Executives
BRUCE ROBERT PETRIE
Chief Compliance Officer, Founder and President, Managing Member
- CRD
- #1215272
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,181,953 | $983,009 |
| Non-Discretionary | $0 | -- |
| Total | $105,181,953 | $983,009 |
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Separately Managed Accounts
Total SMA Asset: $105,181,953
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $169,503,502 | 10.8% |
| Equity - Exchange | $356,271,249 | 22.7% |
| Municipal Bonds | $273,088,975 | 17.4% |
| Corporate - Investment Grade | $365,688,110 | 23.3% |
| Equity - OTC | $328,020,666 | 20.9% |
| Cash | $76,904,367 | 4.9% |
| Total | $1,569,476,869 | 100.0% |