RIA Intelligence

PEPPERTREE PARTNERS, LLC

Legal name: PEPPERTREE PARTNERS

CRD #111022 SEC #802-110936 BEACHWOOD, OH 216-378-2234
State Registered Exempt Reporting Private Funds
Total AUM
$64.1M
Discretionary
$64.1M
Employees
0
Clients
0
Accounts
2

AUM Over Time

DateMay 2017
Total AUM$64.1M
Discretionary$64.1M
Non-Disc.$0
Employees0
Clients1
DateApr 2017
Total AUM$64.1M
Discretionary$64.1M
Non-Disc.$0
Employees0
Clients1
DateMar 2017
Total AUM$64.1M
Discretionary$64.1M
Non-Disc.$0
Employees0
Clients1
DateMar 2016
Total AUM$93.5M
Discretionary$93.5M
Non-Disc.$0
Employees0
Clients1
DateMar 2015
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees0
Clients1
DateDec 2014
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees0
Clients1
DateMar 2014
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees0
Clients1
DateJun 2013
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees0
Clients1
DateMar 2013
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees0
Clients1
DateJan 2013
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees0
Clients1
DateJul 2012
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees1
Clients1
DateMar 2011
Total AUM$183.5M
Discretionary$183.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$183.5M
Discretionary$183.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$183.5M
Discretionary$183.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$183.5M
Discretionary$183.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$224.4M
Discretionary$224.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$158.7M
Discretionary$158.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$158.4M
Discretionary$158.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$83.1M
Discretionary$83.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$53.5M
Discretionary$53.5M
Non-Disc.$0
Employees5
Clients--