|
⚲
|
| Peavine Capital LLC
✚
|
|
|---|---|
| CRD # | 159922 |
| SEC # | 801-77563 |
| CIK # | 0001594540 |
| AUM | $421.7 MM (2024-02-12) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 775-337-3900 |
| Address | 4790 Buckhaven Ct Reno, NV 89519 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 4.7 | |
| CAT | 99,975.7 | 0.9 | |
| JNJ | 465,600.2 | 0.4 | |
| UPS | 157,208.0 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 178.8 |
| (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 | 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 | 5 | 242.9 |
| (n) Other | 0 | 0.0 |
| Total | 23 | 421.7 |
| By Discretionary | ||
| Discretionary | 23 | 421.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 23 | 421.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 421.7 | |
| Total | 23 | 421.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001594540] |
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|---|---|---|
|
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|
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|
Convergence Financial LLC
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|
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