Peak Xv Partners Operations LLC

RIASEC Registered
Total AUM
$15.3B
Discretionary
$0
0% of AUM
Avg account
$510M
Accounts
30
Employees
107
Advisory reps
5

Firm details

Headquarters
Trianon,
CRD number
305299
Registered since
May 9, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Peak Xv Partners Operations LLC is organized as an LLC and operates as a venture capital manager serving institutional clients. It is registered with the SEC (registered year 2025) and describes its advisory activity as portfolio management for pooled investment vehicles. The firm charges a mix of percentage-of-AUM and performance-based fees and lists ownership as a combination of a foreign entity and an individual. Peak Xv reports it is not an active ESG investor and does not operate as a multi-state adviser. Peak Xv also functions as an investment sponsor and general partner/manager of pooled vehicles, reflecting a primary focus on creating and managing private funds rather than acting as a traditional capital allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Mohit Abraham

    Chief Legal OfficerCRD 8055029

Contacts

3 of 4
  • Jimmy Wong

    DirectorCRD 2692382

  • Shah Peerbocus

    DirectorCRD 7030570

  • Sandiren Ramsway

    DirectorCRD 8074100

Unlock 1 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Trianon, null

Location

Trianon, null

Headquartered in Trianon, null.

Address
6th Floor Two Tribeca
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth