PEAK53 PARTNERS, LP
Firm details
- Headquarters
- LONGMONT, Colorado
- CRD number
- 318538
- Custodians
- U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Insurance Companies39.5%
- Pooled Investment Vehicles31.01%
- Other Investment Advisers29.49%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Peak53 Partners, LP operates as a small, institutional-oriented hedge fund manager organized as a limited partnership. The firm allocates capital across both separately managed accounts and a pooled hedge fund vehicle, and it acts as sponsor/GP or managing member for that pooled vehicle. Its advisory activities cover portfolio management for individuals and small businesses as well as management of pooled investment vehicles, and its fee structure combines a percentage-of-AUM fee with performance-based fees typical of hedge fund models. Investment activity is concentrated and manager-driven: the firm uses external managers and internal structures to access hedge fund strategies and other alternatives while maintaining a non-ESG, non-multi-state profile. Given the small client roster and concentrated asset base, portfolio construction appears focused and selective rather than broadly diversified across many clients or mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other93%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1ARUP SAHA
Co-CIOCRD 5640724
Contacts
1 of 1RYAN BENDIXEN
Co-FounderCRD 5046001
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LONGMONT, CO
BOULDER
Location
LONGMONT, CO
Headquartered in LONGMONT, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- BOULDER
- Address
- 825 Delaware Ave
- Time zone
- MT (UTC-7)
- Office locations
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