Independent Investment Advisory Firm
Providing Discretionary Portfolio Management Exclusively via Client-Owned Separately Managed Accounts (SMAs)
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Important Notice: This website is provided for general informational purposes only and is not an offer to provide advisory services, a solicitation of clients, or a recommendation to buy or sell any security. Advisory services (if offered) are available only to eligible clients, in jurisdictions where lawful, and only pursuant to a signed agreement.
Discretionary portfolio management delivered solely through client-owned :
Separately Managed Accounts (SMA)
Personalized Portfolio Management
Our discretionary portfolio management services are delivered exclusively through individually managed, client-owned brokerage accounts.
Clients appoint Peptomist LLC via a Limited Power of Attorney (LPOA), granting trading authority only. Ownership, custody, and control of assets always remain with the client.
Full Ownership
Clients retain full legal and beneficial ownership of their brokerage accounts at all times. Peptomist LLC has no ability to withdraw, transfer, or custody client funds
Transparent Process
With Peptomist LLC, you maintain transparency and oversight, allowing you to stay informed about your investment performance.
Limited Power of Attorney
Clients grant Peptomist LLC a Limited Power of Attorney (LPOA) solely for the purpose of executing investment transactions.
The LPOA does not permit cash withdrawals, transfers, or changes in account ownership.
Regulated Brokerage Platforms
We utilize regulated brokerage platforms like Interactive Brokers to ensure the security and integrity of your investments.
All brokerage accounts are opened directly in the client’s name with regulated third-party custodians. Peptomist LLC does not act as a broker, dealer, or custodian.
Interactive Brokers is not affiliated with Peptomist LLC and does not endorse, recommend, or sponsor Peptomist LLC’s advisory services.
Expert Guidance
Services are provided only pursuant to a written advisory agreement and subject to eligibility, suitability review, and applicable legal restrictions.
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Regulatory Status & Advisory Structure
Understanding Our Regulatory Framework
Peptomist LLC operates as an investment advisory firm providing discretionary portfolio management services exclusively through client-owned Separately Managed Accounts (SMAs).
Peptomist LLC operates pursuant to applicable exemptions from investment adviser registration and other applicable regulatory requirements. Peptomist LLC is not a broker-dealer and does not provide custody.
All advisory services are conducted through client-owned brokerage accounts maintained with regulated third-party custodians, pursuant to a Limited Power of Attorney (LPOA).
This structure ensures full transparency, client control, and segregation of assets at all times.