RIA Intel›Advisers›Colorado›PEAK53 PARTNERS, LP

PEAK53 PARTNERS, LP

Advisory

LONGMONT, CO

Data as of Jun 22, 2026 · Source: SEC Form ADV

Rank in CO

#714

of 720 advisers by AUM

Average account

$9M

across 4 accounts

AUM per adviser

$18M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 22, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Partnership

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

4 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

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$35M

RCG CAPITAL ADVISORS, LLC

$35M

CAPSTONE INVESTMENT FINANCIAL GROUP, INC.

COLORADO SPRINGS, CO

$37M

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