Eagle Peak Asset Management, LLC is a large advisory firm based in Truckee. It manages $34.68 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.
Eagle Peak Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eagle Peak Asset Management, LLC is $34.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Eagle Peak Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Eagle Peak Asset Management, LLC performs its advisory services is located at 11209 Brockway Road, Truckee, CA 96161, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 530-582-5546 or by fax 530-582-5642. The normal business hours are 6:00am pst 3:00pm pst on Monday - Friday. You can find more information about the New York firm at www.eaglepeakllc.com.