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| Happy Holidays!! thanks for using AUM13F!! |
| Peppertree Capital Management Inc
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|---|---|
| CRD # | 163215 |
| SEC # | 801-80031 |
| CIK # | |
| AUM | $7.6 B (2025-03-29) |
| Employees | 39 (59% Investors, 0% Brokers) |
| Phone | 440-528-0333 |
| Address | 57 E Washington Street Chagrin Falls, OH 44022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Peppertree Capital Follow-On Investment Fund LP | 2012-03-30 | 0.0 | |
| PE | Peppertree Capital Fund LP | 2012-03-30 | 3.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 24 | 7.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 25 | 7.6 |
| By Discretionary | ||
| Discretionary | 24 | 7.6 |
| Non-Discretionary | 1 | 0.1 |
| Total | 25 | 7.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 7.6 | |
| Total | 25 | 7.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gridiron Capital LLC
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|
CT | 8.0 |
|
Crestview Advisors LLC
✚
|
NY | 7.9 |
|
Edwards Capital LLC
✚
|
FL | 7.8 |
|
Niobrara Capital Partners LP
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|
NY | 7.7 |
|
SDC Capital Partners LLC
✚
|
NY | 7.7 |
|
PCM Management Advisor LLC
✚
|
OH | 7.6 |
|
Lotus Infrastructure Partners LP
✚
|
CT | 7.6 |
|
Frazier Management LLC
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|
WA | 7.6 |
|
Water Street Healthcare Partners LLC
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|
IL | 7.5 |
|
Spectrum Equity Management Inc
✚
|
MA | 7.4 |