OLD PEAK FINANCE LLC
Legal name: OLD PEAK FINANCE
CRD #154804 SEC #801-109968 CHAPEL HILL, NC 919 459 8181
SEC Registered
Total AUM
$575.2M
Discretionary
$288.8M
Employees
8
Clients
101
Accounts
579
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $575.2M | $288.8M | $286.4M | 8 | 0 |
| Mar 2025 | $575.2M | $288.8M | $286.4M | 8 | 0 |
| Jul 2024 | $471.9M | $204.5M | $267.3M | 10 | 0 |
| May 2024 | $471.9M | $204.5M | $267.3M | 10 | 0 |
| Mar 2024 | $471.9M | $204.5M | $267.3M | 11 | 0 |
| Feb 2024 | $471.9M | $204.5M | $267.3M | 10 | 0 |
| Jan 2024 | $405.3M | $11.2M | $394.2M | 9 | 4 |
| Aug 2023 | $405.3M | $11.2M | $394.2M | 9 | 4 |
| Aug 2023 | $405.3M | $11.2M | $394.2M | 8 | 4 |
| Jul 2023 | $405.3M | $11.2M | $394.2M | 8 | 4 |
| May 2023 | $405.3M | $11.2M | $394.2M | 9 | 4 |
| Mar 2023 | $405.3M | $11.2M | $394.2M | 10 | 4 |
| Dec 2022 | $440.1M | $440.1M | $0 | 6 | 5 |
| Dec 2022 | $440.1M | $440.1M | $0 | 6 | 5 |
| Jul 2022 | $440.1M | $440.1M | $0 | 6 | 5 |
| Apr 2022 | $440.1M | $440.1M | $0 | 6 | 5 |
| Mar 2022 | $440.1M | $440.1M | $0 | 7 | 5 |
| Sep 2021 | $327.7M | $0 | $327.7M | 6 | 3 |
| Aug 2021 | $327.7M | $0 | $327.7M | 5 | 3 |
| Mar 2021 | $327.7M | $0 | $327.7M | 4 | 3 |
| May 2020 | $266.4M | $0 | $266.4M | 4 | 3 |
| Feb 2020 | $266.4M | $0 | $266.4M | 4 | 3 |
| Sep 2019 | $204.5M | $0 | $204.5M | 4 | 1 |
| Jun 2019 | $204.5M | $0 | $204.5M | 4 | 1 |
| May 2019 | $204.5M | $0 | $204.5M | 5 | 1 |
| May 2019 | $204.5M | $0 | $204.5M | 5 | 1 |
| Jan 2019 | $204.5M | $0 | $204.5M | 5 | 1 |
| Mar 2018 | $154.9M | $0 | $154.9M | 5 | 1 |
| Feb 2018 | $154.9M | $0 | $154.9M | 5 | 1 |
| Nov 2017 | $143.1M | $0 | $143.1M | 5 | 1 |
| Oct 2017 | $143.1M | $0 | $143.1M | 5 | 1 |
| May 2017 | $102.3M | $0 | $102.3M | 4 | 26 |
| Feb 2017 | $102.3M | $0 | $102.3M | 4 | 26 |
| Feb 2017 | $102.3M | $0 | $102.3M | 4 | 26 |
DateDec 2025
Total AUM$575.2M
Discretionary$288.8M
Non-Disc.$286.4M
Employees8
Clients0
DateMar 2025
Total AUM$575.2M
Discretionary$288.8M
Non-Disc.$286.4M
Employees8
Clients0
DateJul 2024
Total AUM$471.9M
Discretionary$204.5M
Non-Disc.$267.3M
Employees10
Clients0
DateMay 2024
Total AUM$471.9M
Discretionary$204.5M
Non-Disc.$267.3M
Employees10
Clients0
DateMar 2024
Total AUM$471.9M
Discretionary$204.5M
Non-Disc.$267.3M
Employees11
Clients0
DateFeb 2024
Total AUM$471.9M
Discretionary$204.5M
Non-Disc.$267.3M
Employees10
Clients0
DateJan 2024
Total AUM$405.3M
Discretionary$11.2M
Non-Disc.$394.2M
Employees9
Clients4
DateAug 2023
Total AUM$405.3M
Discretionary$11.2M
Non-Disc.$394.2M
Employees9
Clients4
DateAug 2023
Total AUM$405.3M
Discretionary$11.2M
Non-Disc.$394.2M
Employees8
Clients4
DateJul 2023
Total AUM$405.3M
Discretionary$11.2M
Non-Disc.$394.2M
Employees8
Clients4
DateMay 2023
Total AUM$405.3M
Discretionary$11.2M
Non-Disc.$394.2M
Employees9
Clients4
DateMar 2023
Total AUM$405.3M
Discretionary$11.2M
Non-Disc.$394.2M
Employees10
Clients4
DateDec 2022
Total AUM$440.1M
Discretionary$440.1M
Non-Disc.$0
Employees6
Clients5
DateDec 2022
Total AUM$440.1M
Discretionary$440.1M
Non-Disc.$0
Employees6
Clients5
DateJul 2022
Total AUM$440.1M
Discretionary$440.1M
Non-Disc.$0
Employees6
Clients5
DateApr 2022
Total AUM$440.1M
Discretionary$440.1M
Non-Disc.$0
Employees6
Clients5
DateMar 2022
Total AUM$440.1M
Discretionary$440.1M
Non-Disc.$0
Employees7
Clients5
DateSep 2021
Total AUM$327.7M
Discretionary$0
Non-Disc.$327.7M
Employees6
Clients3
DateAug 2021
Total AUM$327.7M
Discretionary$0
Non-Disc.$327.7M
Employees5
Clients3
DateMar 2021
Total AUM$327.7M
Discretionary$0
Non-Disc.$327.7M
Employees4
Clients3
DateMay 2020
Total AUM$266.4M
Discretionary$0
Non-Disc.$266.4M
Employees4
Clients3
DateFeb 2020
Total AUM$266.4M
Discretionary$0
Non-Disc.$266.4M
Employees4
Clients3
DateSep 2019
Total AUM$204.5M
Discretionary$0
Non-Disc.$204.5M
Employees4
Clients1
DateJun 2019
Total AUM$204.5M
Discretionary$0
Non-Disc.$204.5M
Employees4
Clients1
DateMay 2019
Total AUM$204.5M
Discretionary$0
Non-Disc.$204.5M
Employees5
Clients1
DateMay 2019
Total AUM$204.5M
Discretionary$0
Non-Disc.$204.5M
Employees5
Clients1
DateJan 2019
Total AUM$204.5M
Discretionary$0
Non-Disc.$204.5M
Employees5
Clients1
DateMar 2018
Total AUM$154.9M
Discretionary$0
Non-Disc.$154.9M
Employees5
Clients1
DateFeb 2018
Total AUM$154.9M
Discretionary$0
Non-Disc.$154.9M
Employees5
Clients1
DateNov 2017
Total AUM$143.1M
Discretionary$0
Non-Disc.$143.1M
Employees5
Clients1
DateOct 2017
Total AUM$143.1M
Discretionary$0
Non-Disc.$143.1M
Employees5
Clients1
DateMay 2017
Total AUM$102.3M
Discretionary$0
Non-Disc.$102.3M
Employees4
Clients26
DateFeb 2017
Total AUM$102.3M
Discretionary$0
Non-Disc.$102.3M
Employees4
Clients26
DateFeb 2017
Total AUM$102.3M
Discretionary$0
Non-Disc.$102.3M
Employees4
Clients26