Investment adviser · CRD 154804
OLD PEAK FINANCE
Investment adviser filing (IA)
OLD PEAK FINANCE LLC
CHAPEL HILL, NC, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $714M Form ADV · Item 5.F
- Client accounts
- 674 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 8 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 |
|---|---|---|---|
| High-net-worth individuals | 107 | $685,846,828 | 96.0% |
| Individuals | 67 | $23,004,550 | 3.2% |
| Corporations & businesses | Fewer than 5 | $3,392,894 | 0.5% |
| Charities | Fewer than 5 | $1,807,644 | 0.3% |
Filing source
Form ADV 2135807 · Sep 30, 2026 · 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: Sep 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
100 EUROPA DRIVE, SUITE 410CHAPEL HILL, NC, 27517, United States
CRD 154804
Filing source
Form ADV 2135807 · Sep 30, 2026 · 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.