Peltoma Capital Partners
Overview
Peltoma Capital Partners is an independent, fee-only advisory firm serving high-net-worth families across the United States. With offices in Austin, Texas, and Whitefish, Montana, the firm integrates evidence-based investing with comprehensive financial planning and tax strategies to provide clients with a holistic approach to wealth management. Their mission is to deliver a high-touch experience that fosters trust and expertise, ensuring clients achieve true wealth characterized by ease, comfort, and time. The firm's investment strategy focuses on a diversified portfolio that includes fixed income, private equity, real estate, and venture capital. They cater to various stages of investment, from seed funding to buyouts and distressed assets, aligning their approach with the unique needs and goals of each client. Peltoma Capital Partners emphasizes a personalized approach, assessing each client's unique situation, engineering success through tailored strategies, and empowering clients to live nourishing lives. Founded in 2023 by Rubin Miller, a seasoned investment professional with nearly 20 years of experience, Peltoma Capital Partners is committed to demystifying complex investment concepts and aligning clients with core investment ideas. Rubin's background includes roles as a commodities and fixed income trader at The Chicago Board of Trade, Regional Director at Dimensional Fund Advisors, and Partner, Senior Financial Advisor, and Chief Investment Officer at Perspective Wealth Partners. He is also the founder of the Fortunes & Frictions blog, which has readers in over 125 countries and has earned praise from industry leaders like Josh Brown (CNBC) and Jason Zweig (WSJ).
Investment Focus
- High-net-worth individuals and families seeking comprehensive financial planning and investment services.
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Frequently asked questions about Peltoma Capital Partners
What sectors does Peltoma Capital Partners invest in?
Peltoma Capital Partners invests in Financial Services, Technology, Healthcare, Energy, Real Estate and Telecommunications, and is based in Texas, United States. Peltoma Capital Partners is listed as a family office in the ConnectSafely investor database.
What stage does Peltoma Capital Partners invest at?
Peltoma Capital Partners backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Peltoma Capital Partners invest in?
Peltoma Capital Partners invests across United States.
Who are the partners at Peltoma Capital Partners?
Team members listed for Peltoma Capital Partners include Rubin Miller (Chief Investment Officer | Senior Financial Advisor) and Rachael Levine (Partner, Senior Financial Advisor).
How do I contact Peltoma Capital Partners?
Peltoma Capital Partners's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
