PEAK ROCK CAPITAL LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 165138
- Registered since
- September 30, 2012
- Website
- peakrockcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Peak Rock Capital LLC operates as a private equity sponsor and manager focused on pooled investment vehicles for institutional clients. The firm runs a portfolio-heavy strategy centered on private equity commitments while using external managers to round out hedge fund and real estate exposure. Peak Rock charges a combination of asset-based fees and performance-linked fees, reflecting an alignment with typical private equity economics, and identifies itself as an active ESG investor — it incorporates environmental, social and governance factors into underwriting and ongoing portfolio monitoring. On the business side, Peak Rock serves primarily institutional investors and acts in multiple roles: adviser to pooled funds, general partner/sponsor, and managing member of its investment vehicles. The firm has been SEC-registered since 2012 and structures its advisory work around concentrated, fund-level management rather than a broad capital-allocation business.
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
3 of 3ANTHONY DISIMONE
Chief Executive OfficerCRD 6024732
JUNGWOO CHOI
Chief Financial Officer & Chief Compliance OfficerCRD 4919743
JOHN SCATA
Chief Compliance OfficerCRD 2575712
Contacts
1 of 1STEVEN MARTINEZ
PresidentCRD 2511668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 13413 Galleria Cir
- Time zone
- CT (UTC-6)
- Office locations
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