|
⚲
|
| Keyboard |
| Peapod Lane Capital LLC
✚
|
|
|---|---|
| CRD # | 159963 |
| SEC # | 801-129836 |
| CIK # | 0002050979 |
| AUM | 108.2 M (2026-03-04) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-265-8940 |
| Address | 2 Depot Plz Bedford Hills, NY 10507 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alico Inc | 5.5 | ||
| Acacia Research Corp | 5.3 | ||
| KVH Industries Inc de | 3.7 | ||
| Hurco Companies Inc | 3.6 | ||
| Chatham Lodging Trust | 3.5 | ||
| Fulgent Genetics Inc | 3.5 | ||
| Limoneira Co | 3.3 | ||
| Commercial Vehicle Group Inc | 3.1 | ||
| Seneca Foods Corp | 3.1 | ||
| Monocle Acquisition Corp | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.7 |
| (b) Individuals (high net worth individuals) | 26 | 32.4 |
| (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 | 74.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 34 | 108.2 |
| By Discretionary | ||
| Discretionary | 34 | 108.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 34 | 108.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 108.2 | |
| Total | 34 | 108.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002050979] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| LEI | 254900QP2Z76U8GSG104 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ten Peaks Partners LLC
✚
|
MO | 108.6 M |
|
Double Eagle Wealth Management LLC
✚
|
TX | 108.6 M |
|
Lynch Financial Advisors Inc
✚
|
CA | 108.6 M |
|
L&S Private Wealth LLC
✚
|
OK | 108.5 M |
|
Triple Summit Advisors LLC
✚
|
108.5 M | |
|
Montello Wealth Management Inc
✚
|
FL | 108.4 M |
|
Panteles Advisors LLC
✚
|
TX | 108.2 M |
|
Laidlaw Wealth Management LLC
✚
|
NY | 108.1 M |
|
Castle Financial & Retirement Planning Associates Inc
✚
|
NJ | 107.9 M |
|
Shannon T Pitner and Company
✚
|
FL | 107.9 M |