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PETRIE CAPITAL MANAGEMENT LLC.

SEATTLE, WA · CRD 136480 · IAPD ↗ · 206-545-0600

$105.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — PETRIE CAPITAL MANAGEMENT LLC. (SEATTLE, WA) is newly SEC-registered with $103.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.