Peak Altitude Partners, LP

RIASEC RegisteredEst. 2026
Total AUM
$68.1M
Discretionary
$0
0% of AUM
Avg account
$34.1M
Accounts
2
Employees
4
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
338110
Registered since
January 2, 2026
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Investment Companies93.76%
  • Pooled Investment Vehicles6.24%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Peak Altitude Partners, LP is organized as a limited partnership that operates as an institutional RIA and capital allocator focused on serving institutional clients. The firm provides portfolio management across a range of client types — individuals and small businesses, pooled investment vehicles, and businesses or institutions — and also performs selection-of-other-advisers services. Fee arrangements include AUM-based charges, fixed fees and performance-based fees. Peak Altitude is not characterized as an active ESG investor, and it reports operating as a single-state adviser. The firm is listed as SEC-registered in 2026.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Joshua Desai

    Joshua Desai

    Co-Founder and Managing PartnerCRD 5638919

  • Adriana Tullman

    Co-Founder and Managing PartnerCRD 8155210

  • Richard Boghosian

    Co-Founder and Managing PartnerCRD 5536688

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

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth