PENINSULA WEALTH, LLC

https://www.facebook.com/peninsulawealth/ SAN FRANCISCO, CA Investment Advisor How do I update this listing?

Peninsula Wealth is based out of San Francisco. Peninsula Wealth is a large advisory firm with 112 clients and discretionary assets under management (AUM) of $403,274,063 (Form ADV from 2020-06-30). Their last reported 13F filing for Q2 2020 included $214,510,000 in managed 13F securities and a top 10 holdings concentration of 84.2%. Peninsula Wealth's largest holding is VANGUARD GROWTH INDEX FUND-ETF Shares with shares held of 252,924. Whalewisdom has at least 10 13F filings

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06/30/2020

13F Activity

  • Market Value $214.51 Million
  • Prior Market Value $178.686 Million
  • New Purchases10 stocks
  • Additional Purchases16 stocks
  • Sold out of0 stocks
  • Reduced holdings in19 stocks
  • Top 10 Holdings % 84.20 %
  • Turnover % [1]:20.83%
  • Turnover Alt % [2]: 9.02 %
  • Time Held Top20:6.85 quarters
  • Time Held Top10:6.40 quarters
  • Time Held All:5.73 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 15.5%
Performance Last 4 Quarters: 26.09%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

PENINSULA WEALTH, LLC
350 TOWNSEND STREET, SUITE 411
SAN FRANCISCO CA    94107
Country: United States

Business Phone: (415) 678-5360
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 15,892,700
Total Number of Clients: 112
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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PENINSULA WEALTH, LLC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
SHAH, RAHUL, NIRANJAN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 02/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
PENINSULA WEALTH, LLC PRINCIPAL & CHIEF COMPLIANCE OFFICER direct 2010-01-01
PENINSULA WEALTH, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-01-01
PENINSULA WEALTH, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-02-01
VENTURA, KRISTINA, MARIE DIRECTOR OF OPERATIONS 06/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PENINSULA WEALTH, LLC DIRECTOR OF OPERATIONS direct 2011-06-01

PENINSULA WEALTH, LLC

ownership team - last updated 2020-03-18
Name Title Start Date Direct/Indirect % Ownership

PENINSULA WEALTH, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
SHAH, RAHUL, NIRANJAN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 02/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
PENINSULA WEALTH, LLC PRINCIPAL & CHIEF COMPLIANCE OFFICER direct 2010-01-01
PENINSULA WEALTH, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-01-01
PENINSULA WEALTH, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-02-01
VENTURA, KRISTINA, MARIE DIRECTOR OF OPERATIONS 06/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PENINSULA WEALTH, LLC DIRECTOR OF OPERATIONS direct 2011-06-01

PENINSULA WEALTH, LLC

ownership team - last updated 2017-03-27
Name Title Start Date Direct/Indirect % Ownership
SHAH, RAHUL, NIRANJAN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PENINSULA WEALTH, LLC PRINCIPAL & CHIEF COMPLIANCE OFFICER direct 2010-01-01
PENINSULA WEALTH, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-01-01
PENINSULA WEALTH, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-02-01
SHAH, TEJAL, TURAKHIA MANAGING MEMBER 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
PENINSULA WEALTH, LLC PRINCIPAL direct 2010-01-01
PENINSULA WEALTH, LLC MANAGING MEMBER direct 2010-01-01
PENINSULA WEALTH, LLC MANAGING MEMBER direct 2010-02-01

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