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| Peak Asset Management LLC
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|---|---|
| CRD # | 106944 |
| SEC # | 801-52118 |
| CIK # | 0001632512 |
| AUM | 1,011.1 M (2026-03-12) |
| Employees | 16 (88% Investors, 0% Brokers) |
| Phone | 303-926-0100 |
| Address | 1371 E Hecla Drive Louisville, CO 80027 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 29.0 | ||
| Alphabet Inc | 26.6 | ||
| J P Morgan Chase & Co | 22.7 | ||
| Microsoft Corp | 21.9 | ||
| Cisco Systems Inc | 18.5 | ||
| Paccar Inc | 16.8 | ||
| McGraw-Hill Companies Inc | 16.7 | ||
| Visa Inc | 16.5 | ||
| Stryker Corp | 16.3 | ||
| Emerson Electric Co | 15.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 58.9 |
| (b) Individuals (high net worth individuals) | 215 | 920.4 |
| (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 | 4.1 |
| (h) Charitable organizations | 9 | 26.6 |
| (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 | 0 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,119 | 1,011.1 |
| By Discretionary | ||
| Discretionary | 1,105 | 1,004.0 |
| Non-Discretionary | 14 | 7.1 |
| Total | 1,119 | 1,011.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.6 | |
| United States Persons | 1,004.5 | |
| Total | 1,119 | 1,011.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001632512] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 1 |
| Serves | Institutional, Retail |
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|---|---|---|
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