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OLD PEAK FINANCE
OLD PEAK FINANCE LLC
CRD 154804 · SEC 801-109968
100 EUROPA DRIVE, SUITE 410, CHAPEL HILL, NC, 27517, United States
Phone
919 459 8181
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$714.1M
Discretionary AUM
$480.5M
Team
9 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $23.0M |
| High net worth individuals | 107 | $685.8M |
| Charitable organizations | 1 | $1.8M |
| Corporations/business entities | 1 | $3.4M |
States served
CA, MA, NY, NC, TX
All web addresses on file
Official SEC filing: View on IAPD