Erik Conrad is a CFA-designated registered investment advisor at Peapod Lane Capital LLC, based in Bedford Hills, NY, with 8 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Peapod Lane Capital charges a fee based on the value of your portfolio, billed quarterly. The more you invest, the more you pay. For some clients, they charge a performance fee, also billed quarterly.
Location
2 Depot Plz, Bedford Hills, NY, 10507
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erik is an occasional consultant on various projects. This activity is not investment-related.
Employment History
Current Registrations
Peapod Lane Capital LLC
State Registrations1 state
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