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Peppertree Capital Management Inc.

CRD 163215SEC# 801-80031Chagrin Falls, OH
Export (members)
No longer SEC-registered. Peppertree Capital Management Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$7.64B
Employees
39
Accounts
25
Location
Chagrin Falls, OH

Peppertree Capital Management Inc. assets under management

Peppertree Capital Management Inc. is a registered investment adviser overseen by the SEC based in Chagrin Falls, OH. It reports $7.6 billion in regulatory assets under management and employs 39 people.
View on SEC.gov ↗

Peppertree Capital Management Inc. owners & executives

4 reported
NameTitleOwnershipSince
Cynthia Lill Debevec ControlChief Operating Officer And Chief Compliance OfficerUnder 5%2010
F. Howard Mandel ControlCo-President And Shareholder50-75%2003
Joseph Anthony Sass ControlChief Financial OfficerUnder 5%2023
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Frequently asked questions

How much does Peppertree Capital Management Inc. manage?

Peppertree Capital Management Inc. reports $7.6 billion in regulatory assets under management on its Form ADV.

How many employees does Peppertree Capital Management Inc. have?

Peppertree Capital Management Inc. reports 39 employees.

Where is Peppertree Capital Management Inc. located?

Peppertree Capital Management Inc. is based in Chagrin Falls, OH.

Does Peppertree Capital Management Inc. disclose fund performance?

Peppertree Capital Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address57 E. Washington Street, Chagrin Falls, OH 44022
Office hours8 a.m. - 4:30 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$7.59B
Non-discretionary$55.9M
Total (RAUM)$7.64B