Investment adviser · CRD 141488

PEAK CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

GREENWOOD VILLAGE, CO, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$165M
Form ADV · Item 5.F
Client accounts
289
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals30$127,041,42676.9%
Individuals73$26,923,02716.3%
Corporations & businesses5$7,698,4884.7%
Retirement plans2$3,550,8862.1%
Filing source

Form ADV 2069568 · Mar 31, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ATLF IV, LLCPrivate Equity Fund · Last reported Jan 3, 2022$1.3MGross asset value

Feeder funds

  • PCM TAX LIEN FUND, LP
Fund administrator OPUS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian US BANK TAX LIEN SERVICES GROUP PHILADELPHIA, Pennsylvania, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

Fund details & source
Fund ID
805-2478117752
Reported beneficial owners
2
Minimum commitment
$250K

Form ADV 1585540 · Jan 3, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

9250 EAST COSTILLA AVENUE, SUITE 110
GREENWOOD VILLAGE, CO, 80112, United States

CRD 141488

Filing source

Form ADV 2069568 · Mar 31, 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.