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| Peapod Lane Capital LLC
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| |
|---|---|
| CRD # | 159963 |
| SEC # | 801-129836 |
| CIK # | |
| AUM | $63.5 MM (2024-06-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 212-265-8940 |
| Address | 2 Depot Plz Bedford Hills, NY 10507 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.6 |
| (b) Individuals (high net worth individuals) | 18 | 19.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 42.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 25 | 63.5 |
| By Discretionary | ||
| Discretionary | 25 | 63.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 25 | 63.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 63.5 | |
| Total | 25 | 63.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Beyond Wealth Management Group LLC
✚
|
NY | 0.1 |
|
Redwood Advisory LLC
✚
|
NY | 0.1 |
|
Riley Private Client LLC
✚
|
TX | 0.1 |
|
North Woods Asset Management LLC
✚
|
NY | 0.1 |
|
Schaffer & Company Asset Management Inc
✚
|
NY | 0.1 |
|
The Wealthplan FL LLC
✚
|
NY | 0.1 |
|
CWM Partners LLC
✚
|
NY | 0.1 |
|
Vincere Wealth Management LLC
✚
|
IN | 0.1 |
|
Great Northern Asset Management Inc
✚
|
FL | 0.1 |
|
Senior Tax Advisory Group Inc
✚
|
CO | 0.1 |