DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

PALM PEAK CAPITAL, LLC

CRD 334986

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fee5a6b7-9b08-f72f-eaab-fe9d00693f77

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 3
Observed: Jun 24, 2026 to Jun 24, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Palm Peak Capital, LLC

Private equity manager · cited, shared crd

Independent Sponsorsidentity

Palm Peak Capital, LLC

Capital provider to sponsors · cited, shared crd

Private Equityidentity

Palm Peak Capital, LLC

Capital provider · cited, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $401MItem 5.F on the latest filing (2026-06-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $401M
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: 9
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $401M
SEC number: 801-136820
CRD: 334986
Filings on the tape: 1
First filed: Jun 24, 2026
Latest filed: Jun 24, 2026
Organised: Limited Liability Company, DE

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Florian, Daniel, Menachem	MANAGING MEMBER	C	yes	12/2023	Jun 24, 2026	Jun 24, 2026
LIFF, MARK, STEVEN	MANAGING MEMBER	C	yes	12/2023	Jun 24, 2026	Jun 24, 2026
STONE, JEREMY, DAVID	MANAGING MEMBER CHIEF COMPLIANCE OFFICER	C	yes	12/2023	Jun 24, 2026	Jun 24, 2026

Relationships

Controls (3)

← Florian, Daniel, MenachemOwnerMANAGING MEMBER, ownership code C, individual
Jun 24, 2026 to presentfactForm ADV
← LIFF, MARK, STEVENOwnerMANAGING MEMBER, ownership code C, individual
Jun 24, 2026 to presentfactForm ADV
← STONE, JEREMY, DAVIDOwnerMANAGING MEMBER CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jun 24, 2026 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fee5a6b7-9b08-f72f-eaab-fe9d00693f77
First observed: Jun 24, 2026
Last observed: Jun 24, 2026 2 months 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.

PALM PEAK CAPITAL, LLC

CRD 334986

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fee5a6b7-9b08-f72f-eaab-fe9d00693f77

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:52 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Florian, Daniel, Menachem

MANAGING MEMBER

yes

12/2023

Jun 24, 2026

LIFF, MARK, STEVEN

MANAGING MEMBER

yes

12/2023

Jun 24, 2026

STONE, JEREMY, DAVID

MANAGING MEMBER CHIEF COMPLIANCE OFFICER

yes

12/2023

Jun 24, 2026