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| Happy Holidays!! thanks for using AUM13F!! |
| Peak Asset Management LLC
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| CRD # | 106944 |
| SEC # | 801-52118 |
| CIK # | 0001632512 |
| AUM | $910.0 M (2025-04-07) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 303-926-0100 |
| Address | 1371 E Hecla Drive Louisville, CO 80027 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 29.8 | ||
| Apple Inc | 24.2 | ||
| J P Morgan Chase & Co | 23.3 | ||
| McGraw-hill Companies Inc | 19.7 | ||
| Alphabet Inc | 19.4 | ||
| Stryker Corp | 19.2 | ||
| VISA Inc | 19.1 | ||
| Cisco Systems Inc | 17.1 | ||
| Oracle Corp | 16.8 | ||
| Priceline Com Inc | 16.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 73.7 |
| (b) Individuals (high net worth individuals) | 187 | 806.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.3 |
| (h) Charitable organizations | 9 | 25.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,058 | 910.0 |
| By Discretionary | ||
| Discretionary | 1,038 | 901.8 |
| Non-Discretionary | 20 | 8.2 |
| Total | 1,058 | 910.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 910.0 | |
| Total | 1,058 | 910.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001632512] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Adams Asset Advisors LLC
✚
|
TX | 0.9 |
|
Violich Capital Management
✚
|
CA | 0.9 |
|
Kohmann Bosshard Financial Services LLC
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OH | 0.9 |
|
Kerberrose Wealth Management LLC
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WI | 0.9 |
|
Sollinda Capital Management LLC
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|
FL | 0.9 |
|
Fifth Avenue Family Office LLC
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|
FL | 0.9 |
|
Capital Advisors Wealth Management LLC
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|
WA | 0.9 |
|
Bearing Point Capital LLC
✚
|
MN | 0.9 |
|
COFG Advisors LLC
✚
|
IL | 0.9 |
|
Foresight Global Investors Inc
✚
|
NY | 0.9 |