RIA IntelAdvisersWashingtonPERIDOT CAPITAL MANAGEMENT LLC

PERIDOT CAPITAL MANAGEMENT LLC

Advisory

WA

Data as of Feb 5, 2026 · Source: SEC Form ADV

Average account
$152K
across 41 accounts
AUM per adviser
$6M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM
$6M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMD, PA, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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JAR.AI LLC
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ABACUS FINANCIAL PLANNING, LLC
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