Old Peak Limited

RIASEC RegisteredEst. 2017
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$166M
Accounts
8
Employees
10
Advisory reps
4

Firm details

Headquarters
Wanchai,
CRD number
284472
Registered since
August 21, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Old Peak Limited is structured as a hedge fund that serves institutional clients. The firm is SEC-registered since 2017 and is owned by a combination of a foreign entity and an individual. It operates in commodity pool/CTA capacities and provides portfolio management for pooled investment vehicles, frequently acting as sponsor, general partner, or managing member of those vehicles. Fee arrangements include both a percentage-of-AUM component and performance-based fees. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • John Pridjian

    John Pridjian

    CFOCRD 5131124

  • John Zwaanstra

    Chief Investment OfficerCRD 5131126

Contacts

2 of 2
  • Eric Szeto

    DirectorCRD 7332772

  • Michael Moore

    DirectorCRD 1395289

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Wanchai, null

Location

Wanchai, null

Headquartered in Wanchai, null.

Address
Suite 901 9th Floor Five Pacific Pl
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth