Pyramid Peak Capital, LLC

Overview

Pyramid Peak Capital, LLC is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individuals, families and small-business clients. The firm runs fee arrangements that combine a percentage of assets under management with performance-based fees, which aligns compensation with investment outcomes and supports allocations to return-seeking strategies. Filings show a clear preference for exchange-traded equity exposure, and the custody relationship with Interactive Brokers suggests a focus on liquid, low-cost, tradable instruments and operational efficiency. Pyramid Peak also uses third-party managers in alternatives—notably hedge funds and commodity strategies—which indicates the firm supplements core equity exposure with diversifying, potentially opportunistic sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices