$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers · Jackson National Life · JP Morgan
- Clients
- Retail
- Platforms
- Zenith
- Established Date
- 01-01-2023
- Office Locations
- 1
Office Locations
3540 Wilkinson Lane Suite 2 Lafayette CA
About Jackson Peak Capital LLC
Jackson Peak Capital LLC is a San Francisco–based RIA focused on generating net returns through asset allocation and portfolio construction across public equity, fixed income, and alternative strategies (including private equity and hedge funds). The firm serves qualified purchasers and builds portfolios using vehicles such as ETFs and mutual funds, with custody support including Interactive Brokers.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$287.0K AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Accredited Investors
Meridian matrix
Asset Classes
Alpha Element horizon Pioneer focus Zenith Glacier zenith
Custodian
Horizon Frontier Pioneer legacy
Investment Themes
Vital
Investment Vehicles
Timber element
Services
Beacon radial
Technology
Oak momentum
Owner & Executives
Patrick Robert O'Brien
Chief Compliance Officer, Managing Member, Private Equity Associate
- CRD
- #6075869
- Ownership
- 75% or more
(238) 412-2057
ridge.fusion@vectorcapital.com
in linkedin.com/in/matrix-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,869,715 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,869,715 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,869,715
Cash:
36.6% Equity - Exchange:
7.4% U.S. Government/Agency:
29.4% Derivatives:
26.6% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $2,074,750,897 | 36.6% |
| Equity - Exchange | $419,485,154 | 7.4% |
| U.S. Government/Agency | $1,666,603,179 | 29.4% |
| Derivatives | $1,507,879,067 | 26.6% |
| Total | $5,668,718,297 | 100.0% |