North Peak Capital Management, LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$189M
Accounts
9
Employees
7
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
294042
Registered since
April 27, 2018
Custodians
MORGAN STANLEY & CO. LLC, THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles80.05%
  • State / Municipal Government19.95%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

North Peak Capital Management, LLC is an SEC-registered hedge fund manager organized as an LLC and in operation since 2018. The firm is owned by an individual and targets institutional clients, operating primarily as an adviser to pooled vehicles and as a portfolio manager for businesses or institutional balance sheets. Its compensation combines a percentage-of-assets fee with performance-based fees, consistent with hedge fund economics. Operationally North Peak serves as sponsor/GP and managing member for pooled investment vehicles and is affiliated with commodity pool/operator or CTA activities in that capacity. The firm does not present itself as an ESG-focused manager, is not multi-state registered for advisory activity, and is not described as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Michael Lorch

    Michael Lorch

    Chief Financial Officer & Chief Compliance OfficerCRD 6228140

Contacts

2 of 2
  • Jeremy Kahan

    Jeremy Kahan

    Managing PartnerCRD 6926997

  • Michael Kahan

    Michael Kahan

    Managing PartnerCRD 6926999

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
405 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth