The PEPPERTREE GROUP is a publicly held investment adviser that advises $7.89Bn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. PEPPERTREE GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 257.32% over the last 5-years.
The Group has been registered with the SEC for 14.35 years and is comprised of 1 filing and 1 relying advisers. They operate out of 6 office locations with their Headquarters at 57 E. WASHINGTON STREET, CLEVELAND, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 9 US and Non-US bodies.
They have 495 employees comprised of 38 investment and 457 non-investment staff. The total number of Employees increased by 2,150% over the last 5-years.
Their $7.89Bn in assets advised are owned by 25 private funds, 0 public funds and BDCs and 1 other account. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $7.81Bn or 98.94% of Total Assets and Corporations or Other Businesses own $83.68mn or 1.06% of Total Assets.
The Group's top investment strategies include Traditional LBO, FI/Credit - Diverse and Fund of Funds, representing 99.77%, 0.23% and 0% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 24 private funds with $7.81Bn in assets.
The Group discloses management fees and performance-based fees.
PEPPERTREE GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.