Peltoma Capital Partners, LLC
● SEC registered since 2025CRD 325138SEC# 801-132242
Reg. AUM
$168.9M
Employees
3
Accounts
73
Location
—
Peltoma Capital Partners, LLC assets under management
Peltoma Capital Partners, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $168.9 million in regulatory assets under management and employs 3 people.
Peltoma Capital Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rubin Jesse Miller Control | Founder, Chief Investment Officer And Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Peltoma Capital Partners, LLC manage?
Peltoma Capital Partners, LLC reports $168.9 million in regulatory assets under management on its Form ADV.
How many employees does Peltoma Capital Partners, LLC have?
Peltoma Capital Partners, LLC reports 3 employees.
Does Peltoma Capital Partners, LLC disclose fund performance?
Peltoma Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 937-416-5966 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$168.9M▲ 55%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$168.9Mregulatory AUM
Discretionary $168.9M