Pyramid Peak Capital, LLC

RIASEC Registered
Total AUM
$24.9M
Discretionary
$24.9M
100% of AUM
Avg account
$638K
Accounts
39
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
165729
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI60.86%
  • Corporations / Businesses18.24%
  • Individuals11.68%
  • Other9.22%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Pyramid Peak Capital, LLC is a small, privately owned investment adviser organized as an LLC that manages portfolios for individuals, families and institutional clients. The firm’s advisory activity is focused on portfolio management for individuals and small businesses. Its fee arrangements combine a percentage-of-assets under management structure with performance-based fees, which aligns with its use of both traditional discretionary equity strategies and performance-oriented alternative exposures. Pyramid Peak does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Derivatives 19%, Public Funds/Mutual Funds 5%76%
  • Exchange Traded Equities76%
  • Derivatives19%
  • Public Funds/Mutual Funds5%

Contacts

1 of 1
  • Jeffrey Siegel

    Jeffrey Siegel

    ManagerCRD 1866137

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth