Investment adviser · CRD 312650
LA CUMBRE PEAK ADVISORS
Investment adviser filing (IA)
LA CUMBRE PEAK ADVISORS, LLC
SANTA BARBARA, CA, United States · Form ADV filed Jul 19, 2021
- Regulatory AUM
- $5.19M Form ADV · Item 5.F
- Client accounts
- 21 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 21 | $5,190,614 | 100.0% |
Filing source
Form ADV 1554152 · Jul 19, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 19, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
27 W. ANAPAMU STREET, SUITE 426SANTA BARBARA, CA, 93101, United States
CRD 312650
Filing source
Form ADV 1554152 · Jul 19, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.