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| Happy Holidays!! thanks for using AUM13F!! |
| Old Peak Finance LLC
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| CRD # | 154804 |
| SEC # | 801-109968 |
| CIK # | |
| AUM | $575.2 M (2025-03-18) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 919-459-8181 |
| Address | 100 Europa Drive Chapel Hill, NC 27517 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 25.4 |
| (b) Individuals (high net worth individuals) | 87 | 537.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 10.5 |
| (n) Other | 0 | 0.0 |
| Total | 579 | 575.2 |
| By Discretionary | ||
| Discretionary | 363 | 288.8 |
| Non-Discretionary | 216 | 286.4 |
| Total | 579 | 575.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 41.6 | |
| United States Persons | 533.6 | |
| Total | 579 | 575.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ACT Two Investors LLC
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|
0.6 | |
|
The H Group Inc
✚
|
OR | 0.6 |
|
Murphy Pohlad Asset Management LLC
✚
|
MN | 0.6 |
|
McGowan & Co LLP
✚
|
PA | 0.6 |
|
TCFG Investment Advisors LLC
✚
|
CA | 0.6 |
|
Woodward Financial Advisors Inc
✚
|
NC | 0.6 |
|
HFR Wealth Management LLC
✚
|
0.6 | |
|
Caldwell Sutter Capital Inc
✚
|
CA | 0.6 |
|
Westover Capital Advisors LLC
✚
|
DE | 0.6 |
|
Neumann Capital Management LLC
✚
|
CA | 0.6 |