Peavine Capital provides investment management services, actively managing asset allocation using a proprietary process. They primarily use exchange-traded funds (ETFs) to build portfolios. They offer Direct Investment Management, which includes asset management and financial advice, and Sub-Advisory Investment Management, where they license their strategies to other financial institutions. Peavine Capital does not have trading authority for sub-advisory accounts.
Assets Under Management$500M
Clients11
Advisors1
Avg. per Client$45M
Avg. per Advisor$500M
Fee Structure
Minimum Investment:$20M
Investment management only (planning not offered)
Peavine Capital offers two investment management services:
- Direct Investment Management: The maximum annual fee is 1.00%, billed quarterly in advance based on the portfolio value at the end of the previous quarter.
- Sub-Advisory Investment Management: The maximum annual fee is 0.35%, deducted from client accounts quarterly by the other financial institution who licenses their strategies.
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