ATLAS PEAK ADVISORS, INC.

Overview

Atlas Peak Advisors, Inc. is an independent registered investment adviser operating as a corporation with an individual owner. The firm serves both high-net-worth individuals and families as well as institutional and small-business clients, delivering financial planning and discretionary portfolio management. Investment activity shows a clear preference for publicly traded equities, with equity exposure delivered primarily through exchange-traded vehicles and separately managed accounts. Fee arrangements are flexible — percentage-of-AUM, hourly, and fixed-fee engagements are used depending on client needs. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser for regulatory reporting purposes. Atlas Peak uses third-party managers for select alternative strategies and supplements its equity-heavy core with mutual funds and private-market allocations to address income and diversification needs.

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Public Holdings

Investments & Alternatives

Location & Offices