|
⚲
|
| Keyboard |
| Peakshares LLC
✚
|
|
|---|---|
| CRD # | 329193 |
| SEC # | 801-129548 |
| CIK # | 0002113507 |
| AUM | 110.0 M (2026-03-31) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Fees | |
| Minimum | |
| Phone | 877-577-3257 |
| Address | 2701 N Rocky Point Drive Tampa, FL 33607 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.0 | ||
| Micron Technology Inc | 1.9 | ||
| Facebook Inc | 1.8 | ||
| Advanced Micro Devices Inc | 1.7 | ||
| Amazon Com Inc | 1.7 | ||
| Chevron Corp | 1.6 | ||
| Microsoft Corp | 1.6 | ||
| Oracle Corp | 1.6 | ||
| Alphabet Inc | 1.6 | ||
| Netflix Inc | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 | 2 | 110.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (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 | 2 | 110.0 |
| By Discretionary | ||
| Discretionary | 2 | 110.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 110.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.0 | |
| Total | 2 | 110.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002113507] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Northwest Administrators Inc
✚
|
WA | 114.8 M |
|
Infinite Giving Advisory Services Inc
✚
|
GA | 112.8 M |
|
Wealthfront Strategies LLC
✚
|
CA | 111.6 M |
|
Scotia Partners LLC
✚
|
110.7 M | |
|
Skypoint Capital Advisors LLC
✚
|
GA | 109.0 M |
|
Privacore Capital Advisors LLC
✚
|
NY | 108.5 M |
|
SRN Advisors LLC
✚
|
PA | 108.0 M |
|
River1 Asset Management LLC
✚
|
WI | 107.8 M |
|
ROC Partners US LLC
✚
|
105.4 M | |
|
Relative Sentiment Technologies LLC
✚
|
105.4 M |