PALM PEAK CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOCA RATON, Florida
CRD number
334986
Registered since
March 6, 2025

Firm profile

FINTRX

Overview

Palm Peak Capital, LLC is a limited liability company that is registered with the SEC in 2025 and is owned by an individual principal. The firm is classified as unclassified in the dataset and is not identified as a capital allocator. It is not flagged as an active ESG investor and does not operate as a multi-state adviser on the available record. Palm Peak takes direct sponsor and manager roles: the firm is listed as a sponsor, general partner, and managing member of pooled investment vehicles, indicating its operating model centers on running pooled private investment structures rather than traditional advisory account management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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