Peabody Management Company, LLC is a large advisory firm based in San Francisco. It manages $25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.
Peabody Management Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Peabody Management Company, LLC is $25 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Peabody Management Company, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Katherine August Dewilde has been acting as President since 1 Apr 2002. Susan Keenan joined the executive team most recently as the Director.
The principal office where Peabody Management Company, LLC performs its advisory services is located at 111 Pine Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-392-1400 or by fax 415-392-1413. The normal business hours are 9am-5pm on Monday - Friday.