# Peninsula Equity Capital

> Peninsula Equity Capital is a state-registered investment advisory firm, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 30, 2024.

- CRD: 329144
- Filed as: PENINSULA EQUITY CAPITAL
- Registration: State-registered investment adviser (status as filed: CONDREST)
- Filing period: October 2026
- Form ADV filing dated: January 30, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329144
- AdvisorCensus page: https://advisorcensus.com/firm/peninsula-equity-capital-329144

## Quick answers

**How is Peninsula Equity Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Peninsula Equity Capital reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Peninsula Equity Capital registered with the SEC or a state?**
Peninsula Equity Capital is a state-registered investment advisory firm. Status as filed: CONDREST. CRD 329144.

**How much does Peninsula Equity Capital manage?**
Peninsula Equity Capital reports $0 in regulatory assets under management in its Form ADV filing dated January 30, 2024.

**Does Peninsula Equity Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329144

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: Not reported
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- peninsulaequitycapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peninsula Equity Capital (CRD 329144): Form ADV filing data as of October 2026.
