Clearpeak Capital Management

Overview

Clearpeak Capital Management is a small, owner-operated registered investment adviser structured as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm charges clients a percentage-of-AUM fee and manages predominantly discretionary portfolios. Investment activity centers on publicly traded equities and exchange-traded products, with an explicit preference for liquid, equity-based allocations supported by mutual funds where needed. Clearpeak does not position itself as an active ESG investor and does not operate as a multi-state or pension consultant adviser. The firm supplements its public market exposure with allocations to third-party alternative managers in areas such as real estate, commodities and oil & gas, indicating a willingness to use non-traditional assets for diversification and potential income generation. Custody and trading are handled through Interactive Brokers LLC, consistent with a trading-friendly setup oriented toward ETFs and individual equities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices