THREE PEAKS CAPITAL MANAGEMENT, LLC

Overview

Three Peaks Capital Management, LLC is a small, SEC‑registered investment adviser that focuses on discretionary portfolio management for individuals, families and institutional clients. The firm charges fees as a percentage of assets under management and emphasizes a fixed‑income orientation within client portfolios, while maintaining a material allocation to publicly traded equities. Three Peaks is structured as a limited liability company and is owned by an individual principal. It does not present itself as an active ESG investor, nor as a multi‑state or pension consultant adviser. Investment activity shows a blended approach: the firm manages separate accounts with a tilt toward investment‑grade corporate bonds but also maintains direct equity positions and ETF exposure. Advisory services are provided to both individual/small business clients and business or institutional clients, using discretionary authority over client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices