This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$68.1MItem 5.F on the latest filing (2026-09-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

5

Advisory employees

5

Offices

5Schedule D 1.F, beyond the principal office

Accounts

2

Custody, client assets

$0

SEC number

801-135078

CRD

338110

Filings on the tape

3

First filed

Dec 15, 2025

Latest filed

Sep 18, 2026

Organised

Limited Partnership, DE

Website

peakalts.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f0ac8488-c3d4-d425-a899-6471dbdb36e0

First observed

Dec 15, 2025

Last observed

Sep 18, 2026 36 h ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.