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Petrie Capital Management LLC. (Seattle)


Petrie Capital Management LLC. is a mid-sized advisory firm based in Seattle. It manages $41.72 million of regulatory assets for 124 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California and Washington.

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Petrie Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Petrie Capital Management: assets under management

The assets under management (AUM) of Petrie Capital Management LLC. is $41.72 million. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.25 million in discretionary accounts and $3.46 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $316.15 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.15 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Petrie Capital Management LLC. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seattle

The principal office where Petrie Capital Management LLC. performs its advisory services is located at 1827 North 53 Rd Street, Seattle, WA 98103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-545-0600 or by fax 206-632-2344. The normal business hours are by appointment. on Monday - Friday. You can find more information about the New York firm at petriecapital.com.


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