PEAK ASSET MANAGEMENT, LLC
CRD #106944 SEC #801-52118 LOUISVILLE, CO 303-926-0100
SEC Registered
Total AUM
$910M
Discretionary
$901.8M
Employees
16
Clients
1
Accounts
1,058
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $910M | $901.8M | $8.2M | 16 | 1 |
| Apr 2025 | $910M | $901.8M | $8.2M | 16 | 1 |
| Mar 2025 | $910M | $901.8M | $8.2M | 16 | 1 |
| Mar 2024 | $825.1M | $816.8M | $8.3M | 16 | 1 |
| Jan 2024 | $702.6M | $676.9M | $25.8M | 15 | 1 |
| Jun 2023 | $702.6M | $676.9M | $25.8M | 15 | 1 |
| Apr 2023 | $702.6M | $676.9M | $25.8M | 15 | 1 |
| Mar 2023 | $702.6M | $676.9M | $25.8M | 15 | 1 |
| Nov 2022 | $752.3M | $722.3M | $29.9M | 13 | 1 |
| Mar 2022 | $752.3M | $722.3M | $29.9M | 13 | 1 |
| Jun 2021 | $729.1M | $700.9M | $28.2M | 11 | 2 |
| Mar 2021 | $729.1M | $700.9M | $28.2M | 11 | 2 |
| Jun 2020 | $620.2M | $595.9M | $24.3M | 10 | 2 |
| Jun 2020 | $620.2M | $595.9M | $24.3M | 10 | 2 |
| Mar 2020 | $620.2M | $595.9M | $24.3M | 10 | 2 |
| Feb 2020 | $527.9M | $506.1M | $21.8M | 10 | 2 |
| Dec 2019 | $527.9M | $506.1M | $21.8M | 10 | 2 |
| May 2019 | $527.9M | $506.1M | $21.8M | 10 | 2 |
| Mar 2019 | $527.9M | $506.1M | $21.8M | 10 | 2 |
| Jun 2018 | $532.8M | $510M | $22.8M | 10 | 2 |
| Mar 2018 | $532.8M | $510M | $22.8M | 10 | 2 |
| Mar 2017 | $483M | $453.6M | $29.4M | 10 | 300 |
| Mar 2016 | $440.1M | $413.7M | $26.4M | 10 | 300 |
| Nov 2015 | $381.4M | $356.2M | $25.2M | 7 | 200 |
| Oct 2015 | $381.4M | $356.2M | $25.2M | 7 | 200 |
| Mar 2015 | $381.4M | $356.2M | $25.2M | 7 | 200 |
| Mar 2014 | $326.4M | $302.4M | $24M | 7 | 200 |
| Apr 2013 | $279.7M | $257.9M | $21.8M | 6 | 200 |
| May 2012 | $202M | $181.5M | $20.5M | 6 | 200 |
| Apr 2012 | $202M | $181.5M | $20.5M | 6 | 200 |
| Mar 2012 | $202M | $181.5M | $20.5M | 6 | 200 |
| Mar 2011 | $194.1M | $173.8M | $20.3M | 10 | -- |
| Mar 2010 | $198.1M | $179.5M | $18.6M | 10 | -- |
| Jun 2009 | $132.7M | $115.1M | $17.6M | 10 | -- |
| Mar 2008 | $129.7M | $95.7M | $34M | 5 | -- |
| May 2007 | $129.7M | $95.7M | $34M | 5 | -- |
| Mar 2007 | $129.7M | $95.7M | $34M | 5 | -- |
| Mar 2006 | $142.4M | $108.4M | $34M | 5 | -- |
| Dec 2005 | $124.1M | $86.7M | $37.4M | 5 | -- |
| Sep 2005 | $124.1M | $86.7M | $37.4M | 5 | -- |
| Jun 2005 | $124.1M | $86.7M | $37.4M | 5 | -- |
| Aug 2004 | $134.9M | $100.9M | $33.9M | 5 | -- |
| Jul 2004 | $134.9M | $100.9M | $33.9M | 5 | -- |
| Mar 2004 | $114.8M | $80.9M | $34M | 5 | -- |
| Nov 2003 | $97.7M | $66.6M | $31.1M | 5 | -- |
| Apr 2002 | $96.6M | $55.9M | $40.7M | 5 | -- |
DateDec 2025
Total AUM$910M
Discretionary$901.8M
Non-Disc.$8.2M
Employees16
Clients1
DateApr 2025
Total AUM$910M
Discretionary$901.8M
Non-Disc.$8.2M
Employees16
Clients1
DateMar 2025
Total AUM$910M
Discretionary$901.8M
Non-Disc.$8.2M
Employees16
Clients1
DateMar 2024
Total AUM$825.1M
Discretionary$816.8M
Non-Disc.$8.3M
Employees16
Clients1
DateJan 2024
Total AUM$702.6M
Discretionary$676.9M
Non-Disc.$25.8M
Employees15
Clients1
DateJun 2023
Total AUM$702.6M
Discretionary$676.9M
Non-Disc.$25.8M
Employees15
Clients1
DateApr 2023
Total AUM$702.6M
Discretionary$676.9M
Non-Disc.$25.8M
Employees15
Clients1
DateMar 2023
Total AUM$702.6M
Discretionary$676.9M
Non-Disc.$25.8M
Employees15
Clients1
DateNov 2022
Total AUM$752.3M
Discretionary$722.3M
Non-Disc.$29.9M
Employees13
Clients1
DateMar 2022
Total AUM$752.3M
Discretionary$722.3M
Non-Disc.$29.9M
Employees13
Clients1
DateJun 2021
Total AUM$729.1M
Discretionary$700.9M
Non-Disc.$28.2M
Employees11
Clients2
DateMar 2021
Total AUM$729.1M
Discretionary$700.9M
Non-Disc.$28.2M
Employees11
Clients2
DateJun 2020
Total AUM$620.2M
Discretionary$595.9M
Non-Disc.$24.3M
Employees10
Clients2
DateJun 2020
Total AUM$620.2M
Discretionary$595.9M
Non-Disc.$24.3M
Employees10
Clients2
DateMar 2020
Total AUM$620.2M
Discretionary$595.9M
Non-Disc.$24.3M
Employees10
Clients2
DateFeb 2020
Total AUM$527.9M
Discretionary$506.1M
Non-Disc.$21.8M
Employees10
Clients2
DateDec 2019
Total AUM$527.9M
Discretionary$506.1M
Non-Disc.$21.8M
Employees10
Clients2
DateMay 2019
Total AUM$527.9M
Discretionary$506.1M
Non-Disc.$21.8M
Employees10
Clients2
DateMar 2019
Total AUM$527.9M
Discretionary$506.1M
Non-Disc.$21.8M
Employees10
Clients2
DateJun 2018
Total AUM$532.8M
Discretionary$510M
Non-Disc.$22.8M
Employees10
Clients2
DateMar 2018
Total AUM$532.8M
Discretionary$510M
Non-Disc.$22.8M
Employees10
Clients2
DateMar 2017
Total AUM$483M
Discretionary$453.6M
Non-Disc.$29.4M
Employees10
Clients300
DateMar 2016
Total AUM$440.1M
Discretionary$413.7M
Non-Disc.$26.4M
Employees10
Clients300
DateNov 2015
Total AUM$381.4M
Discretionary$356.2M
Non-Disc.$25.2M
Employees7
Clients200
DateOct 2015
Total AUM$381.4M
Discretionary$356.2M
Non-Disc.$25.2M
Employees7
Clients200
DateMar 2015
Total AUM$381.4M
Discretionary$356.2M
Non-Disc.$25.2M
Employees7
Clients200
DateMar 2014
Total AUM$326.4M
Discretionary$302.4M
Non-Disc.$24M
Employees7
Clients200
DateApr 2013
Total AUM$279.7M
Discretionary$257.9M
Non-Disc.$21.8M
Employees6
Clients200
DateMay 2012
Total AUM$202M
Discretionary$181.5M
Non-Disc.$20.5M
Employees6
Clients200
DateApr 2012
Total AUM$202M
Discretionary$181.5M
Non-Disc.$20.5M
Employees6
Clients200
DateMar 2012
Total AUM$202M
Discretionary$181.5M
Non-Disc.$20.5M
Employees6
Clients200
DateMar 2011
Total AUM$194.1M
Discretionary$173.8M
Non-Disc.$20.3M
Employees10
Clients--
DateMar 2010
Total AUM$198.1M
Discretionary$179.5M
Non-Disc.$18.6M
Employees10
Clients--
DateJun 2009
Total AUM$132.7M
Discretionary$115.1M
Non-Disc.$17.6M
Employees10
Clients--
DateMar 2008
Total AUM$129.7M
Discretionary$95.7M
Non-Disc.$34M
Employees5
Clients--
DateMay 2007
Total AUM$129.7M
Discretionary$95.7M
Non-Disc.$34M
Employees5
Clients--
DateMar 2007
Total AUM$129.7M
Discretionary$95.7M
Non-Disc.$34M
Employees5
Clients--
DateMar 2006
Total AUM$142.4M
Discretionary$108.4M
Non-Disc.$34M
Employees5
Clients--
DateDec 2005
Total AUM$124.1M
Discretionary$86.7M
Non-Disc.$37.4M
Employees5
Clients--
DateSep 2005
Total AUM$124.1M
Discretionary$86.7M
Non-Disc.$37.4M
Employees5
Clients--
DateJun 2005
Total AUM$124.1M
Discretionary$86.7M
Non-Disc.$37.4M
Employees5
Clients--
DateAug 2004
Total AUM$134.9M
Discretionary$100.9M
Non-Disc.$33.9M
Employees5
Clients--
DateJul 2004
Total AUM$134.9M
Discretionary$100.9M
Non-Disc.$33.9M
Employees5
Clients--
DateMar 2004
Total AUM$114.8M
Discretionary$80.9M
Non-Disc.$34M
Employees5
Clients--
DateNov 2003
Total AUM$97.7M
Discretionary$66.6M
Non-Disc.$31.1M
Employees5
Clients--
DateApr 2002
Total AUM$96.6M
Discretionary$55.9M
Non-Disc.$40.7M
Employees5
Clients--