# Petrie Capital Management LLC.

> Petrie Capital Management LLC. is an SEC-registered investment advisory firm in Seattle, WA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 136480
- Filed as: PETRIE CAPITAL MANAGEMENT LLC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/136480
- AdvisorCensus page: https://advisorcensus.com/firm/petrie-capital-management-llc-seattle-wa-136480

## Quick answers

**How is Petrie Capital Management LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Petrie Capital Management LLC. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Petrie Capital Management LLC. located?**
Petrie Capital Management LLC.'s principal office is in Seattle, WA, according to its Form ADV.

**Is Petrie Capital Management LLC. registered with the SEC or a state?**
Petrie Capital Management LLC. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 136480.

**How much does Petrie Capital Management LLC. manage?**
Petrie Capital Management LLC. reports $105,181,953 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).

**What types of clients does Petrie Capital Management LLC. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (18).

**Which custodians does Petrie Capital Management LLC. use?**
Petrie Capital Management LLC.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Petrie Capital Management LLC. report any disciplinary disclosures?**
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/136480

**Does Petrie Capital Management LLC. state an account minimum?**
Its Form ADV Part 2A brochure dated February 20, 2026 says: "We do not currently impose a minimum account value to receive our services."

**What changed in Petrie Capital Management LLC.'s recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Account minimum: None

> We do not currently impose a minimum account value to receive our services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $105,181,953
- Discretionary: $105,181,953
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $4,848,491 |
| High net worth individuals | 30 | $98,682,657 |
| Charitable organizations | Fewer than 5 | $119,165 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,531,640 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- petriecapital.com
- LinkedIn @bruce-petrie-15254a25

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Petrie Capital Management LLC. (CRD 136480): Form ADV filing data as of October 2026.