RIA Intel›Advisers›Connecticut›SOUTHPEAK INVESTMENT MANAGEMENT LLC

SOUTHPEAK INVESTMENT MANAGEMENT LLC

Advisory

N·STAMFORD, CT

Data as of Mar 25, 2019 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
-10.7%
3-Year CAGR
+43.6%
Employees
4
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record8
First FilingApr 1, 2014
Latest FilingMar 25, 2019
🔒 Full AUM trend chart and 8 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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