Peridot Capital Management LLC

Peridot Capital Management LLC is a registered investment advisor that manages investments for individuals and families and provides formation, bookkeeping, tax and consulting services for small business owners. Investment work starts with each client's goals and time horizon, and the firm crafts and carries out plans to reach those objectives over the long run.

The firm works as a licensed fiduciary, so it puts clients' interests first at every stage. Its approach is more like a personal financial concierge than a large firm, with an aim of building a close, trusting relationship. Clients can call or email to start a conversation or schedule a consultation. The firm is registered in Maryland, Pennsylvania and Washington and serves clients nationwide.