PEAK53 PARTNERS, LP

RIASEC Registered
Total AUM
$25.5M
Discretionary
$25.5M
100% of AUM
Avg account
$6.4M
Accounts
4
Employees
2
Advisory reps
2

Firm details

Headquarters
LONGMONT, Colorado
CRD number
318538
Custodians
U.S. BANK, N.A.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Insurance Companies39.5%
  • Pooled Investment Vehicles31.01%
  • Other Investment Advisers29.49%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Peak53 Partners, LP operates as a small, institutional-oriented hedge fund manager organized as a limited partnership. The firm allocates capital across both separately managed accounts and a pooled hedge fund vehicle, and it acts as sponsor/GP or managing member for that pooled vehicle. Its advisory activities cover portfolio management for individuals and small businesses as well as management of pooled investment vehicles, and its fee structure combines a percentage-of-AUM fee with performance-based fees typical of hedge fund models. Investment activity is concentrated and manager-driven: the firm uses external managers and internal structures to access hedge fund strategies and other alternatives while maintaining a non-ESG, non-multi-state profile. Given the small client roster and concentrated asset base, portfolio construction appears focused and selective rather than broadly diversified across many clients or mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 93%, Cash & Cash Equivalents 7%93%
  • Other93%
  • Cash & Cash Equivalents7%

Owners & executives

1 of 1
  • ARUP SAHA

    Co-CIOCRD 5640724

Contacts

1 of 1
  • RYAN BENDIXEN

    Co-FounderCRD 5046001

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

LONGMONT, CO

BOULDER

Location

LONGMONT, CO

Headquartered in LONGMONT, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
BOULDER
Address
825 Delaware Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth