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46 Peaks LLC

● SEC registered since 2020CRD 306902SEC# 801-117945Newtown, PA
Export (members)
Reg. AUM
$212.3M
Employees
4
Accounts
402
Location
Newtown, PA

46 Peaks LLC assets under management

46 Peaks LLC operates as an SEC-registered investment adviser based in Newtown, PA. The firm has been registered since 2020. It reports $212.3 million in regulatory assets under management and employs 4 people.

46 Peaks LLC owners & executives

4 reported
NameTitleOwnershipSince
Brad Kenneth Heindel ControlDirector Of Research10-25%2023
Erik Nmn Mosholt ControlManaging Member25-50%2020
Linda Christine Valente ControlChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does 46 Peaks LLC manage?

46 Peaks LLC reports $212.3 million in regulatory assets under management on its Form ADV.

How many employees does 46 Peaks LLC have?

46 Peaks LLC reports 4 employees.

Where is 46 Peaks LLC located?

46 Peaks LLC is based in Newtown, PA and has been SEC-registered since 2020.

Does 46 Peaks LLC disclose fund performance?

46 Peaks LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address760 Newtown Yardley Road, Suite 114, Newtown, PA 18940
Phone215-497-8310
Fax215-497-8314
Office hours8:00 a.m.-5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$212.3M
Non-discretionary$0
Total (RAUM)$212.3M