PEAKSHARES LLC

RIASEC RegisteredEst. 2024

Total AUM

$110M

Discretionary

$110M

100% of AUM

Avg account

$55M

Accounts

2

Employees

4

Advisory reps

4

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

FINTRX

Overview

Peakshares LLC is a limited liability company that registered with the SEC in 2024 and serves institutional clients. The firm’s stated advisory activity is portfolio management for investment companies, and it charges fees as a percentage of assets under management. Ownership is held by an individual and Peakshares operates as a related adviser; its public filings also list affiliations with a broker-dealer and another investment adviser. The firm does not identify as an active ESG investor, is not a multistate adviser, and does not act as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

SAAD RAHMOUNI IDRISSI
SVP, Chief Compliance OfficerCRD 4071743
RANDALL CICCATI
Chief Executive OfficerCRD 1569353

Contacts

2 of 2

RAMESHWAR SINGH
PresidentCRD 4660047
Rohan Bahri
Co-Portfolio ManagerCRD 7418228

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 46

Active vs passive

$95.3M in ETFs

Passive

100%

$95.2M

Active

0%

$95.3K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK)	State Street	Passive	Technology	$5.4M	40,981	5.71%

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Primary office

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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