RIA Intel›Advisers›California›PEAKVIEW MANAGEMENT, LLC

PEAKVIEW MANAGEMENT, LLC

Advisory

N·MENLO PARK, CA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM

$604M

1-Year AUM Growth

+5.1%

3-Year CAGR

+1.8%

Employees

5

Assets Under Management

Total AUM$604M

Discretionary AUM$378M

Non-Discretionary AUM$226M

Discretionary %62.6%

Total Clients9

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record9

First FilingDec 22, 2022

Latest FilingMar 18, 2026

🔒 Full AUM trend chart and 9 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PEAKVIEW MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.