RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 29, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DEBEVEC, CYNTHIA, LILLICHIEF FINANCIAL OFFICER AND CCO (PCMI AND RELYING ADVISERS)NA Control
DEBEVEC, CYNTHIA, LILLICHIEF FINANCIAL OFFICER AND CCO (PCMI AND RELYING ADVISERS)NA Control
DEBEVEC, CYNTHIA, LILLICHIEF FINANCIAL OFFICER AND CCO (PCMI AND EACH RELYING ADVISER); LIMITED PARTNER OF PEPPERTREE CAPITAL FIV LPNA Control
DEBEVEC, CYNTHIA, LILLICHIEF FINANCIAL OFFICER AND CCO (PCMI AND EACH RELYING ADVISER); LP OF PEPPERTREE CAPITAL ("PC") FIV LP, PC FV LP & PC FVI LPNA Control
DEBEVEC, CYNTHIA, LILLICHIEF FINANCIAL OFFICER AND CCONA Control
DEBEVEC, CYNTHIA, LILLICHIEF FINANCIAL OFFICER AND CCONA Control
DEBEVEC, CYNTHIA, LILLICHIEF FINANCIAL OFFICER AND CCONA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF FINANCIAL OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF FINANCIAL OFFICER AND CCO (PCMI AND RELYING ADVISERS)NA Control
DEBEVEC, CYNTHIA, LILLICHIEF FINANCIAL OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF FINANCIAL OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
JENKINS, MATTHEW, RAYICHIEF FINANCIAL OFFICERNA Control
JENKINS, MATTHEW, RAYICHIEF FINANCIAL OFFICERNA Control
JENKINS, MATTHEW, RAYICHIEF FINANCIAL OFFICERNA Control
JENKINS, MATTHEW, RAYICHIEF FINANCIAL OFFICERNA Control
JENKINS, MATTHEW, RAYICHIEF FINANCIAL OFFICERNA Control
JENKINS, MATTHEW, RAYICHIEF FINANCIAL OFFICERNA Control
JENKINS, MATTHEW, RAYICHIEF FINANCIAL OFFICERNA Control
JENKINS, MATTHEW, RAYICHIEF FINANCIAL OFFICERNA Control
LEPENE, RYAN, DAVIDIMANAGING DIRECTORNA Control
LEPENE, RYAN, DAVIDIMANAGING DIRECTORNA Control
MCGINTY, KEVIN, JAMESIMANAGING DIRECTORNA Control
PEPERTREE CAPITAL VI, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL FVI, LP (RELYING ADVISER)NA Control
PEPERTREE CAPITAL VI, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL FVI, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL II, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL FIF, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL II, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL FIF, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL II, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL FIF, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL II, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL FIF, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL II, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL FIF, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL III, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL TTF, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL III, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL TTF, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL III, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL TTF, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL III, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL TTF, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL III, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL TTF, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL IV, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL FIV, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL IV, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL FIV, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL IV, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL FIV, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL IV, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL FIV, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL IV, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL FIV, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL V, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL FV, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL V, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL FV, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL, LP (RELYING ADVISER)NA Control
PEPPERTREE CAPITAL, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL, LP (RELYING ADVISER)NA Control
Sass, Joseph, AnthonyICHIEF FINANCIAL OFFICERNA Control
Sass, Joseph, AnthonyICHIEF FINANCIAL OFFICERNA Control
Sass, Joseph, AnthonyICHIEF FINANCIAL OFFICERNA Control
Sass, Joseph, AnthonyICHIEF FINANCIAL OFFICERNA Control
Sass, Joseph, AnthonyICHIEF FINANCIAL OFFICERNA Control
PEPPERTREE CAPITAL MANAGEMENT INC.DEMEMBER AND MANAGER OF PEPPERTREE CAPITAL SDF, LLC (RELYING ADVISER)E Control
PEPPERTREE CAPITAL MANAGEMENT INC.DEMEMBER AND MANAGER OF PEPPERTREE CAPITAL SDF, LLC (RELYING ADVISER)E Control
PEPPERTREE CAPITAL MANAGEMENT INC.DEMEMBER AND MANAGER OF PEPPERTREE CAPITAL SDF, LLC (RELYING ADVISER)E Control
PEPPERTREE CAPITAL MANAGEMENT INC.DEMEMBER AND MANAGER OF PEPPERTREE CAPITAL SDF, LLC (RELYING ADVISER)E Control
PEPPERTREE CAPITAL MANAGEMENT INC.DEMEMBER AND MANAGER OF PEPPERTREE CAPITAL SDF, LLC (RELYING ADVISER)E Control
PEPPERTREE CAPITAL V, INC.DEGENERAL PARTNER OF PEPPERTREE CAPITAL FV, LP (RELYING ADVISER)E Control
LEPENE, RYAN, DAVIDIVP AND SHAREHOLDER OF PCMI; LIMITED PARTNER OF EACH RELYING ADVISERD Control
LEPENE, RYAN, DAVIDIVP AND SHAREHOLDER OF PCMI; LIMITED PARTNER OF EACH RELYING ADVISERD Control
LEPENE, RYAN, DAVIDICO-PRESIDENT AND SHAREHOLDERD Control
LEPENE, RYAN, DAVIDICO-PRESIDENT AND SHAREHOLDERD Control
LEPENE, RYAN, DAVIDICO-PRESIDENT AND SHAREHOLDERD Control
LEPENE, RYAN, DAVIDICO-PRESIDENT AND SHAREHOLDERD Control
LEPENE, RYAN, DAVIDICO-PRESIDENT AND SHAREHOLDERD Control
LEPENE, RYAN, DAVIDICO-PRESIDENT AND SHAREHOLDERD Control
LEPENE, RYAN, DAVIDICO-PRESIDENT AND SHAREHOLDERD Control
LEPENE, RYAN, DAVIDICO-PRESIDENT AND SHAREHOLDERD Control
LEPENE, RYAN, DAVIDICO-PRESIDENT AND SHAREHOLDERD Control
LEPENE, RYAN, DAVIDICO-PRESIDENT AND SHAREHOLDERD Control
LEPENE, RYAN, DAVIDICO-PRESIDENT AND SHAREHOLDERD Control
LEPENE, RYAN, DAVIDICO-PRESIDENT AND SHAREHOLDERD Control
LEPENE, RYAN, DAVIDICO-PRESIDENT AND SHAREHOLDERD Control
LEPENE, RYAN, DAVIDICO-PRESIDENT AND SHAREHOLDERD Control
LEPENE, RYAN, DAVIDICO-PRESIDENT AND SHAREHOLDERD Control
LEPENE, RYAN, DAVIDICO-PRESIDENT AND SHAREHOLDERD Control
MANDEL, F, HOWARDIPRESIDENT AND SHAREHOLDER OF PEPPERTREE CAPITAL MANAGEMENT, INC. ("PCMI"); LIMITED PARTNER OF EACH REYLING ADVISERD Control
MANDEL, F, HOWARDIPRESIDENT AND SHAREHOLDER OF PEPPERTREE CAPITAL MANAGEMENT, INC. ("PCMI"); LIMITED PARTNER OF EACH REYLING ADVISERD Control
MANDEL, F., HOWARDICO-PRESIDENT AND SHAREHOLDERD Control
MANDEL, F., HOWARDICO-PRESIDENT AND SHAREHOLDERD Control
MANDEL, F., HOWARDICO-PRESIDENT AND SHAREHOLDERD Control
MANDEL, F., HOWARDICO-PRESIDENT AND SHAREHOLDERD Control
MANDEL, F., HOWARDICO-PRESIDENT AND SHAREHOLDERD Control
MANDEL, F., HOWARDICO-PRESIDENT AND SHAREHOLDERD Control
MANDEL, F., HOWARDICO-PRESIDENT AND SHAREHOLDERD Control
MANDEL, F., HOWARDICO-PRESIDENT AND SHAREHOLDERD Control
MANDEL, F., HOWARDICO-PRESIDENT AND SHAREHOLDERD Control
MANDEL, F., HOWARDICO-PRESIDENT AND SHAREHOLDERD Control
MANDEL, F., HOWARDICO-PRESIDENT AND SHAREHOLDERD Control
MANDEL, F., HOWARDICO-PRESIDENT AND SHAREHOLDERD Control
MANDEL, F., HOWARDICO-PRESIDENT AND SHAREHOLDERD Control
MANDEL, F., HOWARDICO-PRESIDENT AND SHAREHOLDERD Control
MANDEL, F., HOWARDICO-PRESIDENT AND SHAREHOLDERD Control
MANDEL, F., HOWARDICO-PRESIDENT AND SHAREHOLDERD Control
HOWARD, JEFFREY, ALLANILIMITED PARTNER OF PEPPERTREE CAPITAL, LP (RELYING ADVISER)C
HOWARD, JEFFREY, ALLANILIMITED PARTNER OF PEPPERTREE CAPITAL, LP (RELYING ADVISER)C
HOWARD, JEFFREY, ALLANILIMITED PARTNER OF PEPPERTREE CAPITAL LP, PEPPERTREE CAPITAL FIF LP, AND PEPPERTREE CAPITAL TTF LP (RELYING ADVISERS)C
HOWARD, JEFFREY, ALLANILIMITED PARTNER OF PEPPERTREE CAPITAL, LP (RELYING ADVISER)C
HOWARD, JEFFREY, ALLANIMANAGING DIRECTORC Control
LEPENE, RYAN, DAVIDIMANAGING DIRECTOR OF PCMI; LIMITED PARTNER OF EACH RELYING ADVISERC Control
LEPENE, RYAN, DAVIDIMANAGING DIRECTOR OF PCMI; LIMITED PARTNER OF EACH RELYING ADVISERC Control
LEPENE, RYAN, DAVIDIMANAGING DIRECTOR OF PCMI; LIMITED PARTNER OF EACH RELYING ADVISERC Control
LEPENE, RYAN, DAVIDIMANAGING DIRECTORC Control
MANDEL, F, HOWARDIPRESIDENT OF PCMI, LIMITED PARTNER OF EACH REYLING ADVISERC Control
MANDEL, F, HOWARDIPRESIDENT OF PCMI, LIMITED PARTNER OF EACH REYLING ADVISERC Control
MANDEL, F, HOWARDIPRESIDENTC Control
MANDEL, F, HOWARDIPRESIDENT OF PCMI, LIMITED PARTNER OF EACH REYLING ADVISERC Control
MANDEL, F, HOWARDIPRESIDENTC Control
MANDEL, F, HOWARDIPRESIDENTC Control
MCGINTY, KEVIN, JAMESILIMITED PARTNER OF PEPPERTREE CAPITAL, LP, PEPPERTREE CAPITAL FIF, LP, PEPPERTREE CAPITAL TTF, LP (RELYING ADVISERS)C Control
MCGINTY, KEVIN, JAMESIMANAGING DIRECTOR OF PCMI; LIMITED PARTNER OF PEPPERTREE CAPITAL, LP, PEPPERTREE CAPITAL FIF, LP, PEPPERTREE CAPITAL TTF, LPC Control
MCGINTY, KEVIN, JAMESIMANAGING DIRECTORC Control
MCGINTY, KEVIN, JAMESIMANAGING DIRECTOR OF PCMI; LIMITED PARTNER OF PEPPERTREE CAPITAL, LP, PEPPERTREE CAPITAL FIF, LP, PEPPERTREE CAPITAL TTF, LPC Control
MCGINTY, KEVIN, JAMESIMANAGING DIRECTORC Control
MILIUS, JEFFREY, JAIRIMANAGING DIRECTOR OF PCMI, LP OF PEPPERTREE CAPITAL, LP, P.C. TTF, LP, P.C. FIV, LP, P.C. FV, LP (RELYING ADVISERS)C Control
MILIUS, JEFFREY, JAIRIMANAGING DIRECTOR OF PCMI, LIMITED PARTNER OF PEPPERTREE CAPITAL, LP AND PEPPERTREE CAPITAL TTF, LP (RELYING ADVISERS)C Control
MILIUS, JEFFREY, JAIRILIMITED PARTNER OF PEPERTREE CAPITAL ("PC") LP, PC FIF LP, PC TTF LP, PC FV LP (RELYING ADVISERS)C
MILIUS, JEFFREY, JAIRILIMITED PARTNER OF PEPERTREE CAPITAL ("PC") FIF LP, PC TTF LP, PV FIV LP & PC FV LP (RELYING ADVISERS)C
MILIUS, JEFFREY, JAIRIMANAGING DIRECTORC Control
MILIUS, JEFFREY, JAIRIMANAGING DIRECTOR OF PCMI, LIMITED PARTNER OF PEPPERTREE CAPITAL, LP AND PEPPERTREE CAPITAL TTF, LP (RELYING ADVISERS)C Control
MILIUS, JEFFREY, JAIRIMANAGING DIRECTORC Control
MILIUS, JEFFREY, JAIRIMANAGING DIRECTORC Control
HOWARD, JEFFREY, ALLANILIMITED PARTNER OF PEPPERTREE CAPITAL FIF LP, AND PEPPERTREE CAPITAL TTF LP (RELYING ADVISERS)B
MCGINTY, KEVIN, JAMESILIMITED PARTNER OF PEPPERTREE CAPITAL, LP, PEPPERTREE CAPITAL FIF, LP, PEPPERTREE CAPITAL TTF, LP (RELYING ADVISERS)B
MCGINTY, KEVIN, JAMESILIMITED PARTNER OF PEPPERTREE CAPITAL FIF, LP & PEPPERTREE CAPITAL TTF, LP (RELYING ADVISERS)B
SILBER, REAGAN, WAYNEILIMITED PARTNER PEPPERTREE CAPITAL, LP (RELYING ADVISER)B
SILBER, REAGAN, WAYNEILIMITED PARTNER PEPPERTREE CAPITAL, LP (RELYING ADVISER)B
SILBER, REAGAN, WAYNEILIMITED PARTNER PEPPERTREE CAPITAL, LP (RELYING ADVISER)B
SILBER, REAGAN, WAYNEILIMITED PARTNER PEPPERTREE CAPITAL, LP (RELYING ADVISER)B
RANIERI, JOHN, JOSEPHILIMITED PARTNER OF PEPPERTREE CAPITAL FV LP & PEPPERTREE CAPITAL FVI LPA
WEISER, DANIELILIMITED PARTNER OF PEPPERTREE CAPITAL FVI LPA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MANDEL, F, HOWARDIPCMI AND THE GP OF EACH RELYING ADVISER (PEPPERTREE CAPITAL - PEPPERTREE CAPITAL VI)E Control
MANDEL, F, HOWARDIPCMI AND THE GP OF EACH RELYING ADVISER (PEPPERTREE CAPITAL - PEPPERTREE CAPITAL VI)E Control
LEPENE, RYAN, DAVIDIPEPPERTREE CAPITAL, INC., PEPPERTREE CAPITAL II, INC., PEPPERTREE CAPITAL III, INC., PEPPERTREE CAPITAL IV, INC. AND PEPPERTREED Control
LEPENE, RYAN, DAVIDIPEPPERTREE CAPITAL, INC., PEPPERTREE CAPITAL II, INC., PEPPERTREE CAPITAL III, INC., PEPPERTREE CAPITAL IV, INC. AND PEPPERTREED Control
AP PEPPERTREE HOLDINGS, LLCDEPEPPERTREE CAPITAL III, INC.C Control
AP PEPPERTREE HOLDINGS, LLCDEPEPPERTREE CAPITAL III, INC.C Control
AP PEPPERTREE HOLDINGS, LLCDEPEPPERTREE CAPITAL III, INC.C Control
AP PEPPERTREE HOLDINGS, LLCDEPEPPERTREE CAPITAL III, INC.C Control
AP PEPPERTREE HOLDINGS, LLCDEPEPPERTREE CAPITAL III, INC.C Control
LEPENE, RYAN, DAVIDIPEPPERTREE CAPITAL, INC., PEPPERTREE CAPITAL II, INC., PEPPERTREE CAPITAL III, INC., PEPPERTREE CAPITAL IV, INC. AND PEPPERTREEC Control
LEPENE, RYAN, DAVIDIPEPPERTREE CAPITAL, INC., PEPPERTREE CAPITAL II, INC., PEPPERTREE CAPITAL III, INC., AND PEPPERTREE CAPITAL IV, INC.C Control
LEPENE, RYAN, DAVIDIPEPPERTREE CAPITAL, INC., PEPPERTREE CAPITAL II, INC., PEPPERTREE CAPITAL III, INC., AND PEPPERTREE CAPITAL IV, INC.C Control
MANDEL, F, HOWARDIPEPPERTREE CAPITAL, INC., PEPPERTREE CAPITAL II, INC., PEPPERTREE CAPITAL III, INC., PEPPERTREE CAPITAL IV, INC. AND PEPPERTREEC Control
MANDEL, F, HOWARDIPEPPERTREE CAPITAL, INC., PEPPERTREE CAPITAL II, INC., PEPPERTREE CAPITAL III, INC., AND PEPPERTREE CAPITAL IV, INC.C Control
MANDEL, F, HOWARDIPEPPERTREE CAPITAL, INC., PEPPERTREE CAPITAL II, INC., PEPPERTREE CAPITAL III, INC., AND PEPPERTREE CAPITAL IV, INC.C Control
MCGINTY, KEVIN, JAMESIPEPPERTREE CAPITAL, INC. AND PEPPERTREE CAPITAL II, INC.C Control
MCGINTY, KEVIN, JAMESIPEPPERTREE CAPITAL, INC. AND PEPPERTREE CAPITAL II, INC.C Control
MCGINTY, KEVIN, JAMESIPEPPERTREE CAPITAL, INC. AND PEPPERTREE CAPITAL II, INC.C Control
MILIUS, JEFFREY, JAIRIPEPPERTREE CAPITAL, INC., PEPPERTREE CAPITAL II, INC., PEPPERTREE CAPITAL III, INC., PEPPERTREE CAPITAL IV, INC. AND PEPPERTREEC Control
MILIUS, JEFFREY, JAIRIPEPPERTREE CAPITAL, INC., PEPPERTREE CAPITAL II, INC., PEPPERTREE CAPITAL III, INC., AND PEPPERTREE CAPITAL IV, INC.C Control
MILIUS, JEFFREY, JAIRIPEPPERTREE CAPITAL, INC., PEPPERTREE CAPITAL II, INC., PEPPERTREE CAPITAL III, INC., AND PEPPERTREE CAPITAL IV, INC.C Control

Registrations

Federal

IA
Mar 29, 2025 REGISTERED

Notice Filings (1)

OH

Address

57 E. WASHINGTON STREET
CHAGRIN FALLS, OH 44022
United States
Phone: 440-528-0333