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 domestic limited partnership that positions itself as a capital allocator serving institutional clients while also offering portfolio management across other client types. The firm is SEC-registered (2026) and reports advisory activity that spans direct portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses and institutions. It also performs manager selection — engaging and overseeing other advisers — and serves in sponsor/GP and managing-member roles for pooled vehicles. Peak Altitude Partners does not identify as an active ESG investor. Its fee arrangements include percentage-of-AUM charges, fixed fees, and performance-based fees, indicating a mix of traditional advisory billing and incentive-aligned structures typical of manager/sponsor roles.

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

    Co-Founder and Managing PartnerCRD 5638919

  • ADRIANA TULLMAN

    Co-Founder and Managing PartnerCRD 8155210

  • RICHARD BOGHOSIAN

    Co-Founder and Managing PartnerCRD 5536688

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

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