Peppertree Capital Management Inc.
CRD 163215SEC# 801-80031Chagrin Falls, OH
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.
Peppertree Capital Management Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cynthia Lill Debevec Control | Chief Operating Officer And Chief Compliance Officer | Under 5% | 2010 |
| F. Howard Mandel Control | Co-President And Shareholder | 50-75% | 2003 |
| Joseph Anthony Sass Control | Chief Financial Officer | Under 5% | 2023 |
| Ryan David Lepene Control | Co-President And Shareholder | 50-75% | 2011 |
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
| Address | 57 E. Washington Street, Chagrin Falls, OH 44022 |
| Office hours | 8 a.m. - 4:30 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$7.64BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$7.64Bregulatory AUM
Discretionary $7.59BNon-discretionary $55.9M