White Peaks Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 119728
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
White Peaks Asset Management, LLC is a limited liability company focused on providing investment management services primarily for individuals and families. The firm operates as a capital allocator, managing portfolios and selecting other advisers to enhance investment strategies. White Peaks Asset Management does not engage in ESG investing and is not classified as a multi-state adviser. The firm’s fee structure is based on a percentage of assets under management, aligning its interests with those of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Cash & Cash Equivalents20%
- Derivatives4%
Contacts
1 of 1Charles Bernard
Managing MemberCRD 2108025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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