Peak Altitude Partners, Lp
SEC-registered
Mutual Fund / Asset Manager · Boutique (under $100M)
CRD 338110
· SEC file 801-135078
· New York, NY
· www.linkedin.com
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ADV data as of Sep 18, 2026
- Regulatory AUM
- $68.1M
- Discretionary
- $0
- Clients
- 2
- Avg AUM / client
- $34.1M
- Accounts
- 2
- Employees
- 5
AUM over time
$68.1M
$68.1M
May 1, 2026
Sep 18, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $63.9M | 93.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $4.3M | 6.24% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 1.18 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 individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
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: Sep 18, 2026.
View current Form ADV (SEC/IAPD) ↗