|
⚲
|
| Keyboard |
| Old Peak Finance LLC
✚
|
|
|---|---|
| CRD # | 154804 |
| SEC # | 801-109968 |
| CIK # | 0002080991 |
| AUM | 714.1 M (2026-05-28) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 919-459-8181 |
| Address | 100 Europa Drive Chapel Hill, NC 27517 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002080991 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 16.5 | ||
| Apple Inc | 1.9 | ||
| Microsoft Corp | 1.5 | ||
| First Citizens Bancshares Inc /DE/ | 1.4 | ||
| J P Morgan Chase & Co | 1.4 | ||
| Palantir Technologies Inc | 1.2 | ||
| Intel Corp | 0.9 | ||
| Schwab Charles Corp | 0.9 | ||
| Alphabet Inc | 0.9 | ||
| Philip Morris International Inc | 0.8 | ||
| Amazon Com Inc | 0.8 | ||
| Altria Group Inc | 0.8 | ||
| Pan American Silver Corp | 0.7 | ||
| Agnico Eagle Mines Ltd | 0.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 23.0 |
| (b) Individuals (high net worth individuals) | 107 | 685.8 |
| (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 | 1.8 |
| (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 | 1 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 674 | 714.1 |
| By Discretionary | ||
| Discretionary | 560 | 480.5 |
| Non-Discretionary | 114 | 233.5 |
| Total | 674 | 714.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 38.7 | |
| United States Persons | 675.3 | |
| Total | 674 | 714.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002080991] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cooperative Funeral Fund Inc
✚
|
CT | 727.8 M |
|
Kaydan Wealth Management Inc
✚
|
MI | 726.5 M |
|
Meridian Investment Counsel Inc
✚
|
723.4 M | |
|
R S Crum Inc
✚
|
CA | 720.7 M |
|
Main Street Retirement Planning LLC
✚
|
TX | 716.6 M |
|
Peak Planning Group LLC
✚
|
CO | 710.0 M |
|
Navista Wealth Management Inc
✚
|
MN | 709.6 M |
|
Rogan & Associates Inc
✚
|
FL | 709.6 M |
|
Solidarity Wealth LLC
✚
|
UT | 704.2 M |
|
Aberdeen Wealth Management LLC
✚
|
IL | 699.1 M |