PEAK CAPITAL MANAGEMENT, LLC
CRD #141488 SEC #801-69009 GREENWOOD VILLAGE, CO 720 361-4016
SEC Registered
Total AUM
$148.5M
Discretionary
$99M
Employees
5
Clients
26
Accounts
310
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $148.5M | $99M | $49.5M | 5 | 20 |
| Mar 2024 | $155.7M | $109.1M | $46.6M | 5 | 20 |
| May 2023 | $165.1M | $116.2M | $48.9M | 6 | 20 |
| Mar 2023 | $165.1M | $116.2M | $48.9M | 6 | 20 |
| Jul 2022 | $188.4M | $162.4M | $26M | 6 | 25 |
| Mar 2022 | $188.4M | $162.4M | $26M | 6 | 25 |
| Jan 2022 | $192.5M | $192.5M | $0 | 6 | 22 |
| Nov 2021 | $192.5M | $192.5M | $0 | 6 | 22 |
| Sep 2021 | $192.5M | $192.5M | $0 | 6 | 22 |
| Mar 2021 | $192.5M | $192.5M | $0 | 6 | 22 |
| Jun 2020 | $205.5M | $205.5M | $0 | 6 | 369 |
| Mar 2020 | $205.5M | $205.5M | $0 | 6 | 369 |
| Mar 2019 | $242.3M | $242.3M | $0 | 8 | 220 |
| Oct 2018 | $272.8M | $272.8M | $0 | 6 | 180 |
| Sep 2018 | $272.8M | $272.8M | $0 | 6 | 180 |
| Mar 2018 | $262.1M | $262.1M | $0 | 6 | 180 |
| Jul 2017 | $237.8M | $237.8M | $0 | 7 | 26 |
| Jun 2017 | $237.8M | $237.8M | $0 | 7 | 26 |
| Mar 2017 | $237.8M | $237.8M | $0 | 7 | 26 |
| Oct 2016 | $206.2M | $206.2M | $0 | 7 | 26 |
| Jul 2016 | $206.2M | $206.2M | $0 | 7 | 26 |
| Jun 2016 | $140.4M | $140.4M | $0 | 7 | 26 |
| Apr 2016 | $140.4M | $140.4M | $0 | 7 | 26 |
| Mar 2016 | $140.4M | $140.4M | $0 | 7 | 26 |
| Feb 2015 | $114.5M | $81M | $33.5M | 4 | 26 |
| Jul 2014 | $109M | $68M | $41M | 4 | 26 |
| Jul 2014 | $109M | $68M | $41M | 4 | 26 |
| Apr 2014 | $109M | $68M | $41M | 4 | 26 |
| Apr 2014 | $109M | $68M | $41M | 4 | 26 |
| Apr 2014 | $109M | $68M | $41M | 4 | 26 |
| Apr 2014 | $109M | $68M | $41M | 4 | 26 |
| Mar 2014 | $109M | $68M | $41M | 4 | 26 |
| Sep 2013 | $99.1M | $64.3M | $34.8M | 2 | 26 |
| Apr 2013 | $99.1M | $64.3M | $34.8M | 1 | 26 |
| Apr 2013 | $99.1M | $64.3M | $34.8M | 1 | 26 |
| Jan 2013 | $99.1M | $64.3M | $34.8M | 1 | 26 |
| Aug 2012 | $94.9M | $94.9M | $0 | 1 | 300 |
| Mar 2012 | $94.9M | $94.9M | $0 | 1 | 300 |
| Mar 2008 | $35M | $35M | $0 | 5 | -- |
DateMar 2025
Total AUM$148.5M
Discretionary$99M
Non-Disc.$49.5M
Employees5
Clients20
DateMar 2024
Total AUM$155.7M
Discretionary$109.1M
Non-Disc.$46.6M
Employees5
Clients20
DateMay 2023
Total AUM$165.1M
Discretionary$116.2M
Non-Disc.$48.9M
Employees6
Clients20
DateMar 2023
Total AUM$165.1M
Discretionary$116.2M
Non-Disc.$48.9M
Employees6
Clients20
DateJul 2022
Total AUM$188.4M
Discretionary$162.4M
Non-Disc.$26M
Employees6
Clients25
DateMar 2022
Total AUM$188.4M
Discretionary$162.4M
Non-Disc.$26M
Employees6
Clients25
DateJan 2022
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees6
Clients22
DateNov 2021
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees6
Clients22
DateSep 2021
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees6
Clients22
DateMar 2021
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees6
Clients22
DateJun 2020
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees6
Clients369
DateMar 2020
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees6
Clients369
DateMar 2019
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees8
Clients220
DateOct 2018
Total AUM$272.8M
Discretionary$272.8M
Non-Disc.$0
Employees6
Clients180
DateSep 2018
Total AUM$272.8M
Discretionary$272.8M
Non-Disc.$0
Employees6
Clients180
DateMar 2018
Total AUM$262.1M
Discretionary$262.1M
Non-Disc.$0
Employees6
Clients180
DateJul 2017
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees7
Clients26
DateJun 2017
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees7
Clients26
DateMar 2017
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees7
Clients26
DateOct 2016
Total AUM$206.2M
Discretionary$206.2M
Non-Disc.$0
Employees7
Clients26
DateJul 2016
Total AUM$206.2M
Discretionary$206.2M
Non-Disc.$0
Employees7
Clients26
DateJun 2016
Total AUM$140.4M
Discretionary$140.4M
Non-Disc.$0
Employees7
Clients26
DateApr 2016
Total AUM$140.4M
Discretionary$140.4M
Non-Disc.$0
Employees7
Clients26
DateMar 2016
Total AUM$140.4M
Discretionary$140.4M
Non-Disc.$0
Employees7
Clients26
DateFeb 2015
Total AUM$114.5M
Discretionary$81M
Non-Disc.$33.5M
Employees4
Clients26
DateJul 2014
Total AUM$109M
Discretionary$68M
Non-Disc.$41M
Employees4
Clients26
DateJul 2014
Total AUM$109M
Discretionary$68M
Non-Disc.$41M
Employees4
Clients26
DateApr 2014
Total AUM$109M
Discretionary$68M
Non-Disc.$41M
Employees4
Clients26
DateApr 2014
Total AUM$109M
Discretionary$68M
Non-Disc.$41M
Employees4
Clients26
DateApr 2014
Total AUM$109M
Discretionary$68M
Non-Disc.$41M
Employees4
Clients26
DateApr 2014
Total AUM$109M
Discretionary$68M
Non-Disc.$41M
Employees4
Clients26
DateMar 2014
Total AUM$109M
Discretionary$68M
Non-Disc.$41M
Employees4
Clients26
DateSep 2013
Total AUM$99.1M
Discretionary$64.3M
Non-Disc.$34.8M
Employees2
Clients26
DateApr 2013
Total AUM$99.1M
Discretionary$64.3M
Non-Disc.$34.8M
Employees1
Clients26
DateApr 2013
Total AUM$99.1M
Discretionary$64.3M
Non-Disc.$34.8M
Employees1
Clients26
DateJan 2013
Total AUM$99.1M
Discretionary$64.3M
Non-Disc.$34.8M
Employees1
Clients26
DateAug 2012
Total AUM$94.9M
Discretionary$94.9M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$94.9M
Discretionary$94.9M
Non-Disc.$0
Employees1
Clients300
DateMar 2008
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--