Onpeak Capital LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
310173
Registered since
November 13, 2020

Firm profile

FINTRX

Overview

Onpeak Capital LLC is organized as a limited liability company and is classified in the data as an investment bank. The firm is owned by an individual and the publicly supplied snapshot offers very little detail about its business model: fields for advisory activities, fee structure, and client base are blank. The record also indicates Onpeak is not positioned as a capital allocator, does not report active ESG investing, and is not identified as a multi-state adviser, pension consultant, or related adviser. The absence of descriptive entries for business activities and affiliations in the available data suggests a limited public footprint; there are no listed lines of service, target client segments, or fee approaches to evaluate from the source material.

Assets & Accounts

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1221 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth