Peter Sykes (CRD# 1778190) is an Investment Advisor Representative working at Aristotle Capital Management, LLC in San Francisco, CA and has over 35 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Financial Services, LLC | San Francisco, CA | Oct 2023 - Current | < 1 |
| Aristotle Capital Management, LLC | Newport Beach, CA | Mar 2018 - Current | 6 |
| Imst Distributors, LLC | Newport Beach, CA | Mar 2018 - Oct 2023 | 5 |
| Global Financial Private Capital, LLC | Sarasota, FL | Oct 2016 - Mar 2018 | 1 |
| Fdx Capital LLC | New York, NY | Sep 2015 - Mar 2018 | 2 |
| James Alpha Management LLC | New York, NY | Sep 2015 - Mar 2018 | 2 |
| Catalyst Mutuals Fund Distributors LLC | Greenwood Village, CO | Mar 2015 - Sep 2015 | < 1 |
| Unemployed | San Francisco, CA | Oct 2014 - Feb 2015 | < 1 |
| Putnam Inv./putnam Retail Management | Boston, MA | Jul 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1988 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2008 |
- CA
-
Total Assets Under Management43,669MILLIONS
-
Total Number of Accounts5,998ACCOUNTS
-
Average Account Value$7,280,581
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WY
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