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PETRIE CAPITAL MANAGEMENT LLC.
CRD 136480 · SEC 801-134159
2104 N. 54TH STREET, SUITE 301, SEATTLE, WA, 98103, United States
Phone
206-545-0600
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$105.2M
Discretionary AUM
$105.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $4.8M |
| High net worth individuals | 30 | $98.7M |
States served
CA, WA
All web addresses on file
Official SEC filing: View on IAPD