PALM PEAK CAPITAL, LLC
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 334986
- Registered since
- March 6, 2025
Firm profile
FINTRXOverview
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
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 1Melanie Papatestas
Chief Financial OfficerCRD 8047594
Contacts
3 of 3JEREMY 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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