Peak Altitude Partners, LP

RIASEC Registered
Total AUM
$68.1M
Discretionary
$0
0% of AUM
Avg account
$34.1M
Accounts
2
Employees
5
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 a limited partnership that operates as an institutional registered investment adviser and positions itself as a capital allocator for institutional clients. The firm provides portfolio management across several client types — individuals and small businesses, pooled investment vehicles, and institutional/business accounts — and also performs selection of other advisers. It serves as sponsor, general partner, and managing member of pooled investment vehicles, indicating involvement in operating private funds or similar vehicles on behalf of clients. Peak Altitude charges a mix of fee types: percentage-of-AUM fees, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. It became SEC-registered in 2026.

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

Contacts

3 of 3
  • Joshua Desai

    Joshua Desai

    Co-Founder and Managing PartnerCRD 5638919

  • Richard Boghosian

    Co-Founder and Managing PartnerCRD 5536688

  • Adriana Tullman

    Co-Founder and Managing PartnerCRD 8155210

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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