Peakshares LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 329193
- Registered since
- February 16, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Peakshares LLC is an institutional registered investment adviser that focuses on portfolio management for investment companies. The firm is structured as a limited liability company, is owned by an individual, and operates under a percentage-of-AUM fee model. Its client base is institutional rather than retail, and it is registered with the SEC (registration year shown as 2024). Peakshares reports a relationship with at least one related adviser and lists affiliations that include a broker‑dealer and other investment adviser arrangements. The firm is not flagged as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
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
ETF holdings
1 of 47Active vs passive
$105M in ETFs
100%
$104M
0%
$105K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF) | State Street | Passive | Financial | $5.9M | 109,815 | 5.63% |
Location
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 2701 N Rocky Point Dr
- Time zone
- ET (UTC-5)
- Office locations
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