Cloud Peak Advisors

Overview

Cloud Peak Advisors operates as an independent registered investment adviser structured as a limited liability company and functions alongside a law firm practice. The firm targets both individual and family clients as well as institutional relationships, charging clients on a percentage-of-assets-under-management basis. Its advisory scope covers financial planning, portfolio management for individuals and small businesses, selection of other advisers, and the publication of periodicals or newsletters, indicating a boutique advisory model that blends direct portfolio work with delegated manager relationships and thought leadership. Investment activity is concentrated in equities, with a clear tilt toward non-exchange traded equity holdings. Cloud Peak Advisors is also identified as a capital allocator, which suggests it sources and places capital across direct equity positions and external managers rather than acting solely as a passive allocator to public markets. The firm is not an active ESG investor, does not operate as a multi-state adviser, and does not present as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices