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THREE PEAKS CAPITAL MANAGEMENT, LLC
CRD 127402 · SEC 801-62196
3750 DACORO LANE, SUITE 100, CASTLE ROCK, CO, 80109, United States
Phone
303-221-9480
Fax
303-221-4065
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$222.9M
Discretionary AUM
$222.9M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $7.3M |
| High net worth individuals | 29 | $134.8M |
| Pension/profit sharing plans | 6 | $40.7M |
| Charitable organizations | 3 | $7.2M |
| Corporations/business entities | 3 | $32.8M |
States served
CO, NE, HI
All web addresses on file
Official SEC filing: View on IAPD