Investment adviser · CRD 130952

PEAK INVESTMENTS, LLC

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Mar 31, 2015

Regulatory AUM
$1.02B
Form ADV · Item 5.F
Client accounts
44
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

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

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Mar 31, 2015. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Fixed · Performance-based

Principal office

865 S. FIGUEROA STREET, SUITE 700
LOS ANGELES, CA, 90017, United States

CRD 130952

Filing source

Form ADV 906360 · Mar 31, 2015 · 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.