Overview
Assets Under Management: $223 million
Headquarters: CASTLE ROCK, CO
High-Net-Worth Clients: 29
Average Client Assets: $4.6 million
Frequently Asked Questions
THREE PEAKS CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127402), THREE PEAKS CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
THREE PEAKS CAPITAL MANAGEMENT, LLC is headquartered in CASTLE ROCK, CO.
THREE PEAKS CAPITAL MANAGEMENT, LLC serves 29 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, THREE PEAKS CAPITAL MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
THREE PEAKS CAPITAL MANAGEMENT, LLC manages $223 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, THREE PEAKS CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.49%
Average Client Assets: $4.6 million
Total Client Accounts: 72
Discretionary Accounts: 72
Regulatory Filings
CRD Number: 127402
Filing ID: 2087697
Last Filing Date: 2026-03-31 09:44:06