Data / Investment advisers / Michigan / Peninsula Capital Partners, L.L.C.
Peninsula Capital Partners, L.L.C., Southfield, MI: $1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Peninsula Capital Partners, L.L.C. is an SEC registered investment adviser with its main office in Southfield, Michigan and reports $1 billion in regulatory assets under management in its Form ADV filed April 29, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
The request: Watch Peninsula Capital Partners, L.L.C. (CRD number 157354): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 157354
- SEC file number
- 801-73782
- SEC status
- Approved, effective March 30, 2012
- Main office
- One Towne Square Suite 1400, Southfield, MI 48076
- Phone
- (313) 237-5100
- Regulatory AUM
- $1,036,583,000 in the Form ADV filed April 29, 2026
- Discretionary AUM
- $1,036,583,000
- Accounts
- 4
- Employees
- 14, of which 14 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 4 private equity funds
- Gross assets of private funds
- $1,036,583,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $1.04 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $1.04 billion | April 29, 2026 |
| April 1, 2026 | $1.04 billion | March 23, 2026 |
| December 1, 2025 | $1.05 billion | March 24, 2025 |
Other advisers in Southfield
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | $26.93 billion | Not listed | adviserinfo.sec.gov |
| Hantz Financial Services, Inc. | Southfield | $10.00 billion | 5 | adviserinfo.sec.gov |
| Advance Capital Management Inc | Southfield | $4.98 billion | Not listed | adviserinfo.sec.gov |
| Corecap Advisors | Southfield | $3.99 billion | Not listed | adviserinfo.sec.gov |
| Center for Financial Planning Inc | Southfield | $1.97 billion | Not listed | adviserinfo.sec.gov |
| Skyoak Wealth | Southfield | $692.7 million | Not listed | adviserinfo.sec.gov |
| Plante Moran Real Estate Investment Advisors | Southfield | $261.3 million | Not listed | adviserinfo.sec.gov |
| SG Real Estate I | Southfield | $203.5 million | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Southfield, MI
- Investment advisers in Michigan
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Peninsula Capital Partners, L.L.C. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.