Palm Peak Capital, LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 334986
- Registered since
- July 23, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Palm Peak Capital, LLC is a privately held limited liability company that operates as a private equity fund sponsor and manager. The firm is SEC-registered (registration year listed as 2026) and is owned by an individual. Its client base is institutional, and its advisory activity centers on portfolio management for pooled investment vehicles. Palm Peak serves as sponsor, general partner, and managing member for its funds rather than acting primarily as an external capital allocator. The firm charges both a percentage-of-assets fee and performance-based fees and is not identified as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Melanie Papatestas
Chief Financial OfficerCRD 8047594
Contacts
3 of 3
Jeremy Stone
t Co-Founder & Managing PartnerCRD 6232879

Daniel Florian
t Co-Founder & Managing PartnerCRD 8047595

Mark Liff
t Co-Founder & Managing PartnerCRD 7527040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 120 E Palmetto Park Rd
- Time zone
- ET (UTC-5)
- Office locations
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