$152.6K Total AUM
$152.6K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
7 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-23-2018
- Office Locations
- 1
Office Locations
-- Oyster BAY NY
About Cloud Peak Advisors
Cloud Peak Capital (Cloud Peak Advisors) helps entrepreneurs and business owners source seed, startup, and growth capital, with support for early-stage business formation, marketing, and intellectual property protection. The firm also connects accredited investors and angel groups with equity opportunities in privately held companies and facilitates partial or full liquidity for shareholders ahead of an IPO or other exit.
Team overview
-- AVG AGE
$152.6K AVG AUM / ADVISOR
$76.3K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
WILLIAM COUDERT RAND
Owner
- CRD
- #1724087
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,610 | -- |
| Non-Discretionary | $0 | -- |
| Total | $152,610 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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