Peakview Capital
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 305663
- Registered since
- January 23, 2023
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Peakview Capital is organized as an LLC and operates as a private equity manager focused on institutional clients. The firm is SEC-registered (2023) and is owned by an individual. Its core advisory work is portfolio management for pooled investment vehicles, and it serves in sponsor/GP/managing-member roles for those vehicles rather than acting as a broad capital allocator. Peakview charges a mix of percentage-of-AUM, fixed, and performance-based fees. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Ken-erik Lassila
Managing PartnerCRD 6047447
Wenbo Xu
Vice President, OperationsCRD 7197570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 525 Middlefield Rd
- Time zone
- PT (UTC-8)
- Office locations
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