PEAK INVESTMENTS, LLC
CRD #130952 SEC #801-62933 LOS ANGELES, CA 213-891-6311
SEC Registered Private Funds
Total AUM
$674.4M
Discretionary
$674.3M
Employees
1
Clients
--
Accounts
32
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $1B | $1B | $5.6M | 2 | 1 |
| Mar 2014 | $979.4M | $971.2M | $8.3M | 1 | 1 |
| Mar 2013 | $688.9M | $688.9M | $527 | 1 | 1 |
| Mar 2012 | $674.4M | $674.3M | $77.5K | 1 | 1 |
| Mar 2011 | $960.3M | $959M | $1.3M | 5 | -- |
| Mar 2009 | $478M | $467.1M | $10.9M | 5 | -- |
| Mar 2008 | $1.8B | $1.8B | $0 | 5 | -- |
| Mar 2007 | $1.6B | $1.6B | $0 | 5 | -- |
| Feb 2006 | $1.1B | $1.1B | $0 | 5 | -- |
| Sep 2005 | $1B | $1B | $0 | 5 | -- |
| Aug 2004 | $922M | $922M | $0 | 5 | -- |
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$5.6M
Employees2
Clients1
DateMar 2014
Total AUM$979.4M
Discretionary$971.2M
Non-Disc.$8.3M
Employees1
Clients1
DateMar 2013
Total AUM$688.9M
Discretionary$688.9M
Non-Disc.$527
Employees1
Clients1
DateMar 2012
Total AUM$674.4M
Discretionary$674.3M
Non-Disc.$77.5K
Employees1
Clients1
DateMar 2011
Total AUM$960.3M
Discretionary$959M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2009
Total AUM$478M
Discretionary$467.1M
Non-Disc.$10.9M
Employees5
Clients--
DateMar 2008
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$922M
Discretionary$922M
Non-Disc.$0
Employees5
Clients--