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Old Peak Finance LLC

● SEC registered since 2017CRD 154804SEC# 801-109968Chapel Hill, NC
Export (members)
Reg. AUM
$575.2M
Employees
8
Accounts
579
Location
Chapel Hill, NC

Old Peak Finance LLC assets under management

Old Peak Finance LLC is an SEC-registered investment adviser based in Chapel Hill, NC. The firm has been registered since 2017. It reports $575.2 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/9261431View on SEC.gov ↗

Old Peak Finance LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel Alan RouthMember5-10%2024
Donna E. ReavesMember5-10%2024
Theodore Richard Waechter ControlCeo / Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Old Peak Finance LLC manage?

Old Peak Finance LLC reports $575.2 million in regulatory assets under management on its Form ADV.

How many employees does Old Peak Finance LLC have?

Old Peak Finance LLC reports 8 employees.

Where is Old Peak Finance LLC located?

Old Peak Finance LLC is based in Chapel Hill, NC and has been SEC-registered since 2017.

Does Old Peak Finance LLC disclose fund performance?

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

Contact & registration

Address100 Europa Drive, Suite 410, Chapel Hill, NC 27517
Phone919 459 8181
Office hours9a.m.-5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$288.8M
Non-discretionary$286.4M
Total (RAUM)$575.2M