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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- FoundationRadial north
- Established Date
- 07-19-2021
- Office Locations
- 1
Office Locations
About Clearpeak Capital Management
ClearPeak Capital Management is a Pittsburgh-based, fee-only RIA building and managing custom public-markets portfolios for individuals and families. The firm emphasizes methodical stock and bond investing for long-term growth with dividend and interest income, diversification, and liquidity. Clients retain custody (including via Interactive Brokers), can view holdings daily online, and may terminate the advisory agreement anytime without penalties.
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Owner & Executives
Jay Minesh Patel
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #7205857
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,730,013 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,730,013 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,730,013
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,091,436,260 | 42.5% |
| Other | $887,424,056 | 12.2% |
| Cash | $3,295,107,354 | 45.3% |
| Total | $7,273,967,670 | 100.0% |