RIA Intel›Advisers›Delaware›WHITE PEAKS ASSET MANAGEMENT, LLC

WHITE PEAKS ASSET MANAGEMENT, LLC

Advisory

Data as of Aug 15, 2025 · Source: SEC Form ADV

Average account

$527K

across 8 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 15, 2025.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$250K

Discretionary %94.1%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

8 clients

8 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in DE

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

HIGHLANDS CAPITAL CORPORATION

$4M

BERONE CAPITAL LLC

$4M

APSIS CAPITAL MANAGEMENT LLC

$4M

NOORVEST LLC

$5M

CANNY CAPITAL MANAGEMENT, LLC

$5M

SONDER PARTNERS, LLC

$4M

Get the full picture on WHITE PEAKS ASSET MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WHITE PEAKS ASSET MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans