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| Palm Peak Capital LLC
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|---|---|
| CRD # | 334986 |
| SEC # | 801-136820 |
| CIK # | |
| AUM | 400.8 M (2026-06-24) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 561-941-6355 |
| Address | 120 E Palmetto Park Road Boca Raton, FL 33432 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Palm Peak Capital Fund I-A LP | [2026-03-27] | 49.9 M | |
| Offered $350,000,000 · Filed 2025-08-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $350,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Palm Peak Capital Fund I LP | [2026-03-27] | 321.7 M | |
| Offered $350,000,000 · Filed 2025-08-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $350,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Palm Peak Capital Fund I SPV LP | [2025-03-06] | 43.2 M | 29.2 M |
| Offered $43,171,000 · Filed 2025-01-13 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 3 | 400.8 |
| (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 | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 400.8 |
| By Discretionary | ||
| Discretionary | 3 | 400.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 400.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 400.8 | |
| Total | 3 | 400.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jeremy Stone | Executive Officer | 8 | 2 | |
| Daniel Florian | Executive Officer | 5 | 2 | |
| M Steven Liff | Executive Officer | 3 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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