AdvisorRanked
100
Clean

PENINSULA CAPITAL PARTNERS, L.L.C.

ONE TOWNE SQUARE, SOUTHFIELD, MI 48076
Fiduciaryfee-onlySEC Registered
313-237-5100 www.linkedin.com/company/peninsula-capital-partners/ CRD #157354
$1.0B
Assets Managed
14
Clients
14
Employees
14
Years Active
since 2012

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46141. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 14 years.

Firm Details

Legal NamePENINSULA CAPITAL PARTNERS, L.L.C.
CRD Number#157354
SEC RegisteredYes
Registration Date2012-03-30
States RegisteredMI
Assets Under Management$1.0B
Number of Clients14
Employees14
Compensation Typefee-only
Last ADV Filing46141

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Frequently Asked Questions

Is PENINSULA CAPITAL PARTNERS, L.L.C. a fiduciary?

Yes. PENINSULA CAPITAL PARTNERS, L.L.C. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does PENINSULA CAPITAL PARTNERS, L.L.C. charge clients?

PENINSULA CAPITAL PARTNERS, L.L.C. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does PENINSULA CAPITAL PARTNERS, L.L.C. have any complaints?

No. PENINSULA CAPITAL PARTNERS, L.L.C. has zero complaints or disciplinary actions on file with the SEC or FINRA across 14 years of operation.

How does PENINSULA CAPITAL PARTNERS, L.L.C. compare to other advisors in SOUTHFIELD?

PENINSULA CAPITAL PARTNERS, L.L.C. has a Red Flag Score of 100/100. There are 13 registered advisory firms in SOUTHFIELD. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46141. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.