Palm Peak Capital, LLC

RIASEC RegisteredEst. 2026
Total AUM
$401M
Discretionary
$401M
100% of AUM
Avg account
$134M
Accounts
3
Employees
9
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Melanie Papatestas

    Melanie Papatestas

    Chief Financial OfficerCRD 8047594

Contacts

3 of 3
  • Jeremy Stone

    Jeremy Stone

    t Co-Founder & Managing PartnerCRD 6232879

  • Daniel Florian

    Daniel Florian

    t Co-Founder & Managing PartnerCRD 8047595

  • Mark Liff

    Mark Liff

    t Co-Founder & Managing PartnerCRD 7527040

Wealth teams

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth