COLLEGIATE PEAKS ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2022

Total AUM

$365M

Discretionary

$365M

100% of AUM

Avg account

$60.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 322086
Registered since: July 27, 2022
Website: cpamllc.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, TRUIST INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Other71.86%
Pooled Investment Vehicles14.3%
Insurance Companies13.83%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Collegiate Peaks Asset Management, LLC is a limited liability company registered with the SEC in 2022 that operates as an institutional manager focused on pooled real-estate strategies. The firm serves institutional clients and acts in sponsor/GP and managing-member roles for pooled investment vehicles, providing portfolio management for both pooled vehicles and for businesses or institutions. Its revenue model combines a percentage-of-assets-under-management fee with performance-based fees. Collegiate Peaks does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser or pension consultant.