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Peak Investments, LLC (Los Angeles)


Peak Investments, LLC is a large advisory firm based in Los Angeles. It manages $1.02 billion of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.




Peak Investments provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Peak Investments: assets under management

The assets under management (AUM) of Peak Investments, LLC is $1.02 billion. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.01 billion in discretionary accounts and $5.59 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.62 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $932.45 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Peak Investments, LLC for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Peak Investments, LLC performs its advisory services is located at 865 S. Figueroa Street, Los Angeles, CA 90017, 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 213-891-6311 or by fax 213-452-2811. The normal business hours are 6:30am - 4:30pm on Monday - Friday.


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