PEAK CAPITAL MANAGEMENT, LLC

Overview

Peak Capital Management, LLC is a privately held investment adviser organized as an LLC and registered with the SEC since 2008. The firm acts as a capital allocator for both individual/family and institutional clients and charges a mix of percentage-of-AUM and fixed fees. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutional clients, pension consulting-type services, and the selection of other advisers. Peak is not identified as an active ESG investor and is not flagged as a multistate adviser. The firm’s corporate footprint includes roles beyond pure advisory work: affiliations reported include broker-dealer activity, acting as an investment adviser to other vehicles, pension consulting, and sponsoring limited partnerships and pooled investment vehicles (including functioning as a sponsor, GP, or managing member). Those affiliations align with its designation as a capital allocator and with its use of third-party managers and sponsored vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives