Pyramid Peak Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 165729
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI60.86%
- Corporations / Businesses18.24%
- Individuals11.68%
- Other9.22%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pyramid Peak Capital, LLC is a small, privately owned investment adviser organized as an LLC that manages portfolios for individuals, families and institutional clients. The firm’s advisory activity is focused on portfolio management for individuals and small businesses. Its fee arrangements combine a percentage-of-assets under management structure with performance-based fees, which aligns with its use of both traditional discretionary equity strategies and performance-oriented alternative exposures. Pyramid Peak does not identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities76%
- Derivatives19%
- Public Funds/Mutual Funds5%
Contacts
1 of 1
Jeffrey Siegel
ManagerCRD 1866137
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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