TEN PEAKS PARTNERS L.L.C.

Overview

Ten Peaks Partners L.L.C. is an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves both high-net-worth individuals and families as well as some institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its reported fee model combines a percentage of assets under management with hourly charges. The firm is flagged as not actively pursuing ESG investing and is not designated as a capital allocator. SEC registration is listed for 2026 in the FINTRX snapshot. The adviser’s operating footprint is small, focused on personalized planning and discretionary portfolio work for a limited client base rather than large-scale institutional management.

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Location & Offices