WESTPEAK GLOBAL ADVISORS, LLC
CRD #106769 SEC #801-39554 LAFAYETTE, CO 303-786-7700
SEC Registered
Total AUM
$24.4M
Discretionary
$24.4M
Employees
7
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2014 | $294M | $8.8M | $285.2M | 7 | 1 |
| Mar 2014 | $294M | $8.8M | $285.2M | 7 | 1 |
| Mar 2013 | $18.5M | $18.5M | $0 | 7 | 1 |
| Jan 2013 | $24.4M | $24.4M | $0 | 7 | 1 |
| Dec 2012 | $24.4M | $24.4M | $0 | 7 | 1 |
| Mar 2012 | $24.4M | $24.4M | $0 | 6 | 1 |
| Jul 2011 | $6.1M | $6.1M | $0 | 10 | -- |
| Mar 2011 | $201.3M | $201.3M | $0 | 10 | -- |
| Jan 2011 | $341.5M | $341.5M | $0 | -- | -- |
| Jul 2010 | $341.5M | $341.5M | $0 | -- | -- |
| Mar 2009 | $859M | $525M | $334M | -- | -- |
| Mar 2008 | $2.9B | $2.3B | $621.8M | -- | -- |
| Oct 2007 | $3.8B | $2.9B | $977M | -- | -- |
| Mar 2007 | $3.8B | $2.9B | $977M | -- | -- |
| Feb 2007 | $3.8B | $2.3B | $1.5B | -- | -- |
| Dec 2006 | $3.8B | $2.3B | $1.5B | -- | -- |
| Nov 2006 | $3.8B | $2.3B | $1.5B | -- | -- |
| Jul 2004 | $3.3B | $2.7B | $545.8M | -- | -- |
| Mar 2004 | $3.3B | $2.7B | $545.8M | -- | -- |
| Mar 2002 | $8.3B | $7.9B | $309.3M | -- | -- |
| Oct 2001 | $9.8B | $9B | $836.3M | -- | -- |
| Sep 2001 | $9.8B | $9B | $836.3M | -- | -- |
| Sep 2001 | $9.8B | $9B | $836.3M | -- | -- |
| Jul 2001 | $9.8B | $9B | $836.3M | -- | -- |
| Jun 2001 | $9.8B | $9B | $836.3M | -- | -- |
DateApr 2014
Total AUM$294M
Discretionary$8.8M
Non-Disc.$285.2M
Employees7
Clients1
DateMar 2014
Total AUM$294M
Discretionary$8.8M
Non-Disc.$285.2M
Employees7
Clients1
DateMar 2013
Total AUM$18.5M
Discretionary$18.5M
Non-Disc.$0
Employees7
Clients1
DateJan 2013
Total AUM$24.4M
Discretionary$24.4M
Non-Disc.$0
Employees7
Clients1
DateDec 2012
Total AUM$24.4M
Discretionary$24.4M
Non-Disc.$0
Employees7
Clients1
DateMar 2012
Total AUM$24.4M
Discretionary$24.4M
Non-Disc.$0
Employees6
Clients1
DateJul 2011
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$201.3M
Discretionary$201.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$341.5M
Discretionary$341.5M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$341.5M
Discretionary$341.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$859M
Discretionary$525M
Non-Disc.$334M
Employees--
Clients--
DateMar 2008
Total AUM$2.9B
Discretionary$2.3B
Non-Disc.$621.8M
Employees--
Clients--
DateOct 2007
Total AUM$3.8B
Discretionary$2.9B
Non-Disc.$977M
Employees--
Clients--
DateMar 2007
Total AUM$3.8B
Discretionary$2.9B
Non-Disc.$977M
Employees--
Clients--
DateFeb 2007
Total AUM$3.8B
Discretionary$2.3B
Non-Disc.$1.5B
Employees--
Clients--
DateDec 2006
Total AUM$3.8B
Discretionary$2.3B
Non-Disc.$1.5B
Employees--
Clients--
DateNov 2006
Total AUM$3.8B
Discretionary$2.3B
Non-Disc.$1.5B
Employees--
Clients--
DateJul 2004
Total AUM$3.3B
Discretionary$2.7B
Non-Disc.$545.8M
Employees--
Clients--
DateMar 2004
Total AUM$3.3B
Discretionary$2.7B
Non-Disc.$545.8M
Employees--
Clients--
DateMar 2002
Total AUM$8.3B
Discretionary$7.9B
Non-Disc.$309.3M
Employees--
Clients--
DateOct 2001
Total AUM$9.8B
Discretionary$9B
Non-Disc.$836.3M
Employees--
Clients--
DateSep 2001
Total AUM$9.8B
Discretionary$9B
Non-Disc.$836.3M
Employees--
Clients--
DateSep 2001
Total AUM$9.8B
Discretionary$9B
Non-Disc.$836.3M
Employees--
Clients--
DateJul 2001
Total AUM$9.8B
Discretionary$9B
Non-Disc.$836.3M
Employees--
Clients--
DateJun 2001
Total AUM$9.8B
Discretionary$9B
Non-Disc.$836.3M
Employees--
Clients--