Peapod Lane Capital LLC

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Client assets under management

$34,098,035

Clients

81% high-net worth

Advisors

of 3 employees

Firm type

Investment Manager

May not manage individual clients

Clients per advisor

Average account size

$1,065,564

About

Peapod Lane Capital, LLC is a SEC-registered investment adviser that provides discretionary portfolio management and related advisory services to retail clients, including both high-net-worth and non-HNW individuals. The firm is small in scale—two advisors serving about 32 clients with roughly $108 million in assets under management—and typically requires a $250,000 account minimum, which may be waived.

The firm monitors client accounts on a regular and continuous basis and generally charges asset-based management fees billed quarterly; custodial and transaction fees may also apply. For some qualified clients Peapod Lane uses performance-based fee arrangements billed quarterly and discloses policies intended to mitigate conflicts that can arise when managing performance-fee accounts.

Peapod Lane’s use of performance-based fees and its related conflict disclosures are less common among similar supported firms, and its ADV indicates it also serves state and municipal government clients. The brochure also notes that advisers are paid a salary while owners receive a portion of firm profits, a compensation mix that, together with the firm’s small client base and discretionary approach, shapes its operational profile.

Client services

Portfolio management

Expertise

Wealth management

Fee options

Percentage

Management fee billed quarterly based on assets under management

Performance-based

Performance fee billed quarterly for some qualified clients

Other

Account minimum: $250,000 (may be waived or reduced)

Main office location

Peapod Lane Capital LLC

2 Depot Plz

Bedford Hills NY 10507, United States

Number of offices

Most active in

Florida · New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 212-265-8940

Advisors at this firm

Erik C

CFA®

Bedford Hills, NY

Peapod Lane Capital LLC

Erik Conrad is a CFA® charterholder with eight years of industry experience. He has been with Peapod Lane Capital LLC since 2010. Outside of his advisory role, he occasionally works as a consultant on various projects. Peapod Lane Capital LLC provides discretionary private investment management to individuals, high-net-worth clients, and institutional investors, focusing on value-oriented equity and special situations strategies aimed at capital appreciation. The firm employs a research-intensive, bottoms-up approach emphasizing small- and micro-cap stocks, often holding concentrated positions and utilizing options and short sales.

Wealth management

Martin F

Series 63, Series 65

Bedford Hills, NY

Peapod Lane Capital LLC

Martin Friederichs is a financial advisor at Peapod Lane Capital LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Peapod Lane Capital since 2011 and EPFD since 2013. Peapod Lane Capital LLC provides discretionary private investment management to individuals, high-net-worth clients, and institutional investors. The firm employs a bottoms-up, research-intensive value approach focused on deep-value securities, special situations, and opportunistic arbitrage, particularly in small- and micro-cap stocks.

Wealth management

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