Peddock Capital Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Peddock Capital Advisors LLC
CRD #148216
SEC #801-69611
CIK #0001597843
AUM 836.2 M (2026-06-01)
Employees 6 (83% Investors, 0% Brokers)
Phone781-848-0288
Address50 Braintree Hill Office Park
Braintree, MA 02184
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
90072054036018002007201320202027
CIK Period
0001597843
Sector Form 13F Holdings Value ($M)
Nvidia Corp 61.8
Apple Inc 25.7
Alphabet Inc 9.1
Quanta Services Inc 9.1
J P Morgan Chase & Co 7.8
SPDR Gold Trust 6.6
McKesson Corp 6.5
Wal Mart Stores Inc 5.4
Microsoft Corp 4.7
Lilly Eli & Co 4.7
Cummins Inc 4.2
KLA Tencor Corp 4.2
Mastercard Inc 4.2
Amazon Com Inc 3.9
Bank of America Corp /DE/ 3.8
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 74 28.4
(b) Individuals (high net worth individuals) 99 742.1
(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 27.4
(h) Charitable organizations 0 0.5
(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 0 37.7
(n) Other 0 0.0
Total 500 836.2
By Discretionary
Discretionary 496 801.1
Non-Discretionary 4 35.0
Total 500 836.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 836.2
Total 500 836.2
EDGAR Form CIK 2011 - 2026
13F-HR [0001597843]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
Clients23
ServesInstitutional, Retail
Comparable Firms State AUM
TFB Advisors LLC
KS 840.2 M
Acansa Investment Management Group LLC
VA 838.0 M
Pinion Investment Advisors LLC
KS 837.1 M
Market Street Wealth Management LLC
PA 837.0 M
Redwood Holdings LLC
CA 837.0 M
Financial Sense Advisors Inc
CA 835.6 M
Strategic Advisors LLC
NY 832.9 M
FDX Advisors Inc
PA 832.8 M
Private Wealth Management Inc
TN 832.5 M
Lynch & Associates Inc
IN 831.1 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com