|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Peak Capital Management LLC
✚
|
|
|---|---|
| CRD # | 141488 |
| SEC # | 801-69009 |
| CIK # | 0001710524, 0001766757, 0000017104 |
| AUM | $148.5 M (2025-03-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 720-361-4016 |
| Address | 9250 East Costilla Avenue Greenwood Village, CO 80112 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.2 | ||
| Energy Transfer Equity LP | 4.1 | ||
| Campbell Soup Co | 4.0 | ||
| Kinder Morgan Inc | 2.0 | ||
| Duke Energy Corp | 0.9 | ||
| Pfizer Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | ATLF IV LLC | 2018-10-23 | 1.3 | |
| PE | PCM Tax Lien Fund LP | 2014-07-24 | 1.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 28.6 |
| (b) Individuals (high net worth individuals) | 32 | 111.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 310 | 148.5 |
| By Discretionary | ||
| Discretionary | 292 | 99.0 |
| Non-Discretionary | 18 | 49.5 |
| Total | 310 | 148.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.5 | |
| Total | 310 | 148.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001710524] | |
| 13F-NT | [0001710524] | |
| D | [0001766757] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
William B Walkup & Associates Inc
✚
|
SC | 0.2 |
|
Clearpath Capital Partners LLC
✚
|
0.2 | |
|
Paragon Capital Management Inc
✚
|
UT | 0.2 |
|
Kingsbury Capital Investment Advisors LLC
✚
|
0.2 | |
|
Ohiggins Asset Management Inc
✚
|
0.2 | |
|
OCM Private Wealth LLC
✚
|
IL | 0.1 |
|
Elevage Partners LLC
✚
|
NV | 0.1 |
|
V3Limited LLC
✚
|
PA | 0.1 |
|
Trent Capital Management Inc
✚
|
NC | 0.1 |
|
Bison Investment Advisors LLC
✚
|
TX | 0.1 |