PEPPERTREE CAPITAL MANAGEMENT INC.
CRD #163215 SEC #801-80031 CHAGRIN FALLS, OH 440-528-0333
SEC Registered Private Funds
Total AUM
$7.6B
Discretionary
$7.6B
Employees
39
Clients
--
Accounts
25
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $7.6B | $7.6B | $55.9M | 39 | 0 |
| Mar 2024 | $6.5B | $6.4B | $55.8M | 33 | 0 |
| Nov 2023 | $4.8B | $4.7B | $55.5M | 29 | 0 |
| Jun 2023 | $4.8B | $4.7B | $55.5M | 29 | 0 |
| Jun 2023 | $4.8B | $4.7B | $55.5M | 29 | 0 |
| Mar 2023 | $4.8B | $4.7B | $55.5M | 29 | 0 |
| Oct 2022 | $4B | $4B | $55.4M | 25 | 0 |
| Mar 2022 | $4B | $4B | $55.4M | 25 | 0 |
| Apr 2021 | $2.2B | $2.2B | $55.9M | 22 | 0 |
| Apr 2021 | $2.2B | $2.2B | $55.9M | 22 | 0 |
| Mar 2021 | $2.2B | $2.2B | $55.9M | 22 | 0 |
| Mar 2020 | $2.2B | $2.1B | $62.8M | 19 | 0 |
| Dec 2019 | $2.1B | $2.1B | $59.8M | 15 | 0 |
| Mar 2019 | $1.1B | $1.1B | $59.8M | 15 | 0 |
| Oct 2018 | $1B | $991M | $53.5M | 16 | 0 |
| Mar 2018 | $552.7M | $499.2M | $53.5M | 16 | 0 |
| Mar 2017 | $559.9M | $559.9M | $0 | 14 | 11 |
| Mar 2016 | $325.4M | $325.4M | $0 | 13 | 1 |
| Mar 2015 | $271.2M | $271.2M | $0 | 12 | 1 |
| Jun 2014 | $226.2M | $226.2M | $0 | 10 | 1 |
DateMar 2025
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$55.9M
Employees39
Clients0
DateMar 2024
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$55.8M
Employees33
Clients0
DateNov 2023
Total AUM$4.8B
Discretionary$4.7B
Non-Disc.$55.5M
Employees29
Clients0
DateJun 2023
Total AUM$4.8B
Discretionary$4.7B
Non-Disc.$55.5M
Employees29
Clients0
DateJun 2023
Total AUM$4.8B
Discretionary$4.7B
Non-Disc.$55.5M
Employees29
Clients0
DateMar 2023
Total AUM$4.8B
Discretionary$4.7B
Non-Disc.$55.5M
Employees29
Clients0
DateOct 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$55.4M
Employees25
Clients0
DateMar 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$55.4M
Employees25
Clients0
DateApr 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$55.9M
Employees22
Clients0
DateApr 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$55.9M
Employees22
Clients0
DateMar 2021
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$55.9M
Employees22
Clients0
DateMar 2020
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$62.8M
Employees19
Clients0
DateDec 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$59.8M
Employees15
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$59.8M
Employees15
Clients0
DateOct 2018
Total AUM$1B
Discretionary$991M
Non-Disc.$53.5M
Employees16
Clients0
DateMar 2018
Total AUM$552.7M
Discretionary$499.2M
Non-Disc.$53.5M
Employees16
Clients0
DateMar 2017
Total AUM$559.9M
Discretionary$559.9M
Non-Disc.$0
Employees14
Clients11
DateMar 2016
Total AUM$325.4M
Discretionary$325.4M
Non-Disc.$0
Employees13
Clients1
DateMar 2015
Total AUM$271.2M
Discretionary$271.2M
Non-Disc.$0
Employees12
Clients1
DateJun 2014
Total AUM$226.2M
Discretionary$226.2M
Non-Disc.$0
Employees10
Clients1