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| Collegiate Peaks Asset Management LLC
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|---|---|
| CRD # | 322086 |
| SEC # | 801-126197 |
| CIK # | |
| AUM | 365.1 M (2026-03-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 303-801-3549 |
| Address | 201 Milwaukee Street Denver, CO 80206 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | CP LR Fund LP | [2022-09-12] | 48.9 M | 52.2 M |
| Filed 2025-11-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 52.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 50.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 4 | 262.4 |
| Total | 6 | 365.1 |
| By Discretionary | ||
| Discretionary | 6 | 365.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 365.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 102.7 | |
| United States Persons | 262.4 | |
| Total | 6 | 365.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Dennis Carlton | Executive Officer | 16 | 3 | |
| Charles Laarsen | Executive Officer | 1 | 1 | |
| Wmd LR GP LLC | Director | 1 | 1 | |
| Null Collegiate Peaks LR GP LLC | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Real Estate |
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