Palm Peak Capital, Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 334986
· SEC file 801-136820
· Boca Raton, FL
· palmpeakcapital.com
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ADV data as of Jun 24, 2026
- Regulatory AUM
- $401M
- Discretionary
- $401M
- Clients
- 3
- Avg AUM / client
- $134M
- Accounts
- 3
- Employees
- 9
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $401M | 100.0% |
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
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 24, 2026.
View current Form ADV (SEC/IAPD) ↗