Collegiate Peaks Asset Management, Llc
- Regulatory AUM
- $365M
- Discretionary
- $365M
- Clients
- 6
- Avg AUM / client
- $60.9M
- Accounts
- 6
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $52.2M | 14.3% |
| Insurance companies | 1 | $50.5M | 13.8% |
| Other | 4 | $262M | 71.9% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $33.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cp Lr Fund L.P. | Real Estate Fund | Cayman Islands | $33.6M | 5 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| O'shea, Michael, Lawrence | Chief Investment Officer | May 2022 (4y) | ≈ 56.25% – 100% via Collegiate Peaks Investors, Llc | |
| Laarsen, Charles, Eric | Chief Operating Officer | Sep 2022 (4y) | Less than 5% | |
| Rusbarsky, Joseph, Mark | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Collegiate Peaks Investors, Llc | Owner | Sep 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- O'shea, Michael, Lawrence: 75% – 100% of Collegiate Peaks Investors, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (1, $33.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cp Lr Fund L.P. | Real Estate Fund | $33.6M | $30.0M | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.2 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $149M (41% of AUM) Mar 2026
- BNY Mellon $91.8M (25% of AUM) Mar 2026
- Truist Bank $50.5M (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗