WASHINGTON PEAK INVESTMENT ADVISORS LLC

Overview

Washington Peak Investment Advisors LLC is a small, fee-based registered investment adviser that manages concentrated portfolios for individual and family clients and small businesses. The firm favors liquid, exchange-traded equities as its primary allocation, running portfolios on a discretionary basis and using a percentage-of-AUM fee model. Its advisory mandate centers on direct equity exposure supplemented by mutual funds and select allocations to third-party alternative managers. The firm’s investment posture is tilted toward equity growth and marketable securities rather than institutional fixed-income or broad fiduciary pension mandates. Portfolios appear constructed to prioritize tradeability and transparency—consistent with custody at an execution-focused broker—while reserving a portion of client capital for diversified alternative strategies such as hedge funds, real estate vehicles, commodities and oil & gas exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices