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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 2, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Villegas, Kathleen, Jessica | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Villegas, Kathleen, Jessica | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO AND CCO | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| WAECHTER, THEODORE, RICHARD | I | CEO / CHIEF COMPLIANCE OFFICER | E | Control |
| ROUTH, DANIEL, ALAN | I | MEMBER | A | |
| ROUTH, DANIEL, ALAN | I | MEMBER | A | |
| ROUTH, DANIEL, ALAN | I | MEMBER | A | |
| Reaves, Donna, E. | I | MEMBER | A | |
| Reaves, Donna, E. | I | MEMBER | A | |
| Reaves, Donna, E. | I | MEMBER | A |
Registrations
Federal
IA
Dec 2, 2025 REGISTERED
Notice Filings (5)
CA MI NC NY TX
Address
100 EUROPA DRIVESUITE 410
CHAPEL HILL, NC 27517
United States
Phone: 919 459 8181