Peakview Management, Llc
- Regulatory AUM
- $646M
- Discretionary
- $409M
- Clients
- 10
- Avg AUM / client
- $64.6M
- Accounts
- 10
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $646M | 100.0% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $420M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sj Jiacheng Us Investment Ii, Lp | Private Equity Fund | Cayman Islands | $171M | 2 |
| Peakview Capital Iii, Lp | Private Equity Fund | Cayman Islands | $122M | 9 |
| Sj Jiacheng Us Investment Ix, Lp | Private Equity Fund | Cayman Islands | $36.9M | 2 |
| Peakview Capital Iv, L.P. | Private Equity Fund | Delaware | $28.5M | 53 |
| Sj Jiacheng Us Investment V, Lp | Private Equity Fund | Cayman Islands | $22.8M | 2 |
| Peakview Capital Iv A, L.P. | Private Equity Fund | Delaware | $18.3M | 1 |
| Peakview Opportunities Fund Crypto, L.P. | Private Equity Fund | Delaware | $12.0M | 6 |
| Peakview Growth Opportunities Fund Llc | Private Equity Fund | Delaware | $5.1M | 2 |
| Peakview Special Opportunities Iv, L.P. | Private Equity Fund | Delaware | $3.2M | 1 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lassila, Ken Erik, Day | Owner | Aug 2017 (9y) | 75% or more | |
| Xu, Wenbo, Nmn | Chief Compliance Officer | Nov 2019 (7y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (9, $420M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sj Jiacheng Us Investment Ii, Lp | Private Equity Fund | $171M | $450K | 2 |
| Peakview Capital Iii, Lp | Private Equity Fund | $122M | $1.0M | 9 |
| Sj Jiacheng Us Investment Ix, Lp | Private Equity Fund | $36.9M | $450K | 2 |
| Peakview Capital Iv, L.P. | Private Equity Fund | $28.5M | $1.0M | 53 |
| Sj Jiacheng Us Investment V, Lp | Private Equity Fund | $22.8M | $450K | 2 |
| Peakview Capital Iv A, L.P. | Private Equity Fund | $18.3M | $5.0M | 1 |
| Peakview Opportunities Fund Crypto, L.P. | Private Equity Fund | $12.0M | $1.0M | 6 |
| Peakview Growth Opportunities Fund Llc | Private Equity Fund | $5.1M | $500K | 2 |
| Peakview Special Opportunities Iv, L.P. | Private Equity Fund | $3.2M | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 3.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗