Peak Xv Partners Operations LLC

RIASEC RegisteredEst. 2025
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 a limited liability company organized as a venture capital manager and registered with the SEC in 2025. The firm serves institutional clients and functions primarily as an adviser and sponsor of pooled investment vehicles, acting in GP and managing-member roles for its funds. Ownership is reported as a mix of a foreign entity and an individual. The firm’s advisory mandate centers on portfolio management for pooled vehicles rather than direct wealth management for retail clients. Its fee model combines a percentage-of-assets charge with performance-based fees, consistent with traditional VC economics. FINTRX flags the firm as not actively applying ESG integration and not operating as a multi-state adviser.

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

Owners & executives

1 of 1
  • Mohit Abraham

    Chief Legal OfficerCRD 8055029

Contacts

3 of 4
  • Shah Peerbocus

    DirectorCRD 7030570

  • Sandiren Ramsway

    DirectorCRD 8074100

  • Jimmy Wong

    DirectorCRD 2692382

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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