| Name | Title | Ownership | Since |
|---|---|---|---|
| Bayard Nmn Dodge Control | Chief Compliance Officer | Under 5% | 2023 |
| Brian David Lockhart Control | Chief Executive Officer, Chief Investment Officer | 10-25% | 2006 |
| Shepherd Kaplan Krochuk, LLC Control | Managing Member | Over 75% | 2020 |
Peak Capital Management, LLC reports $148.5 million in regulatory assets under management on its Form ADV.
Peak Capital Management, LLC reports 5 employees.
Peak Capital Management, LLC is based in Greenwood Village, CO and has been SEC-registered since 2008.
Peak Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9250 East Costilla Avenue, Suite 110, Greenwood Village, CO 80112 |
| Phone | 720 361-4016 |
| Fax | 719-465-1386 |
| Office hours | 8a.m.-4:30p.m. (Mst) |
| SEC region | Denver Regional Office (DRO) |
| CIK | 17104 |
| Discloses disciplinary history | Yes |
| Discretionary | $99M |
| Non-discretionary | $49.5M |
| Total (RAUM) | $148.5M |