Peabody Management Company, LLC (San Francisco)

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.

Peabody Management Company: assets under management

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 firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25 million each.

Fees & Commissions

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.

Careers at Peabody Management Company, LLC

Katherine August Dewilde has been acting as President since 1 Apr 2002. Susan Keenan joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
First Republic Bank	Parent company	1 Mar 2002	75% - 100%	88-0157485
Katherine August Dewilde	Director	1 Apr 2002	Other	4298050
Susan Keenan	Director	1 Apr 2002	Other	4559577
Willis Newton	Cfo	1 Apr 2002	Other	4562301

Based in San Francisco

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.