Ten Peaks Partners LLC

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Assets, Funds, Holdings

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Ten Peaks Partners LLC
CRD #169364
SEC #801-135885
CIK #
AUM $108.6 M (2026-05-20)
Employees 1 (100% Investors, 0% Brokers)
Phone888-762-7145
Address7777 Bonhomme Ave
Clayton, MO 63105
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
1108866442202010201520212027
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) 3 14.8
(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 24 93.8
(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 27 108.6
By Discretionary
Discretionary 0 0.0
Non-Discretionary 27 108.6
Total 27 108.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 108.6
Total 27 108.6
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Lynch Financial Advisors Inc
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Montello Wealth Management Inc
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