{ "crd_number": 157354, "slug": "peninsula-capital-partners-l-l-c-southfield-mi-157354", "primary_business_name": "PENINSULA CAPITAL PARTNERS, L.L.C.", "legal_name": "PENINSULA CAPITAL PARTNERS, L.L.C.", "dbas": [], "city": "Southfield", "state": "MI", "country": "United States", "cbsa_code": "19820", "metro": { "cbsa_code": "19820", "common_name": "Detroit", "msa_name": "Detroit-Warren-Dearborn, MI", "path": "/advisors/mi/detroit" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-30", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-04-29", "carried_forward": false, "raum_total": 1036583000.0, "raum_discretionary": 1036583000.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 14, "advisory_employees": 14, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1036583000.0, "count": 4 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "MI" ], "websites": [ "https://linkedin.com/company/peninsula-capital-partners", "https://peninsulafunds.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157354", "city_as_filed": "SOUTHFIELD", "url": "https://advisorcensus.com/firm/peninsula-capital-partners-l-l-c-southfield-mi-157354", "display_name": "Peninsula Capital Partners, L.L.C.", "summary": "Peninsula Capital Partners, L.L.C. is an SEC-registered investment advisory firm in Southfield, MI, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 29, 2026.", "citation": "AdvisorCensus. Peninsula Capital Partners, L.L.C. (CRD 157354): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Peninsula Capital Partners, L.L.C. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Peninsula Capital Partners, L.L.C. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Peninsula Capital Partners, L.L.C. located?", "a": "Peninsula Capital Partners, L.L.C.'s principal office is in Southfield, MI, according to its Form ADV." }, { "q": "Is Peninsula Capital Partners, L.L.C. registered with the SEC or a state?", "a": "Peninsula Capital Partners, L.L.C. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157354." }, { "q": "How much does Peninsula Capital Partners, L.L.C. manage?", "a": "Peninsula Capital Partners, L.L.C. reports $1,036,583,000 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary)." }, { "q": "How have Peninsula Capital Partners, L.L.C.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Peninsula Capital Partners, L.L.C.: Regulatory assets under management: $1,139,212,000 in the October 2021 data and $1,036,583,000 in the October 2026 data, down 9%. Total employees: 12 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Peninsula Capital Partners, L.L.C. serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4)." }, { "q": "Does Peninsula Capital Partners, L.L.C. report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157354" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1139212000.0, "total_employees": 12, "filing_date": "2021-03-22" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1092344000.0, "total_employees": 13, "filing_date": "2022-03-24" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1119522000.0, "total_employees": 14, "filing_date": "2023-03-22" }, { "period": "2024-10-01", "regulatory_assets_under_management": 848017000.0, "total_employees": 13, "filing_date": "2024-03-22" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1050148000.0, "total_employees": 14, "filing_date": "2025-03-24" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1036583000.0, "total_employees": 14, "filing_date": "2026-04-29" } ], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/peninsula-capital-partners-l-l-c-southfield-mi-157354.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 4, "fewer_than_5": false, "raum": 1036583000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157354", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }