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| Peak Capital Management LLC
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| CRD # | 141488 |
| SEC # | 801-69009 |
| CIK # | 0001766757, 0000017104, 0001710524 |
| AUM | 165.2 M (2026-03-31) |
| 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 | 7.7 | ||
| Energy Transfer Equity LP | 4.1 | ||
| Campbell Soup Co | 2.4 | ||
| Kinder Morgan Inc | 2.2 | ||
| Newmont Mining Corp /DE/ | 1.2 | ||
| Dow Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | ATLF IV LLC | 2018-10-23 | 1.3 M | |
| PE | PCM Tax Lien Fund LP | 2014-07-24 | 1.3 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 26.9 |
| (b) Individuals (high net worth individuals) | 30 | 127.0 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.6 |
| (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 | 5 | 7.7 |
| (n) Other | 0 | 0.0 |
| Total | 289 | 165.2 |
| By Discretionary | ||
| Discretionary | 274 | 96.6 |
| Non-Discretionary | 15 | 68.6 |
| Total | 289 | 165.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.2 | |
| Total | 289 | 165.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001710524] | |
| 13F-NT | [0001710524] | |
| D | [0001766757] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 8 |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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