AUMdb

Peak Altitude Partners, Lp

SEC-registered Mutual Fund / Asset Manager · Boutique (under $100M) CRD 338110 · SEC file 801-135078 · New York, NY · www.peakalts.com
☆ Save with Pro ADV data as of May 01, 2026
Regulatory AUM
$68.1M
Discretionary
$0
Clients
2
Avg AUM / client
$34.1M
Accounts
2
Employees
4

Who they serve

Client typeClientsAUM% of AUM
Investment companies 1 $63.9M 93.8%
Pooled investment vehicles (non-investment companies) 1 $4.3M 6.24%

Documents (1 archived)

FormPeriodSize
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: May 01, 2026.

View current Form ADV (SEC/IAPD) ↗