P
CRD: 123588
Pinnacle Peak Capital Management LLC
Vernon Hills, IL
8479321912
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
25 yrs Firm Age
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- Custodian
- Apex
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-12-2001
- Office Locations
- 1
Office Locations
-- Arlington HTS IL
About Pinnacle Peak Capital Management LLC
Pinnacle Peak Capital Management LLC is a Vernon Hills-based RIA. The firm has been operating for 25 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with Apex. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$792.6K AVG AUM / CLIENT
25.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Atlas Element catalyst Radial vector
Client Personas
Element
Investment Themes
Legacy Peak momentum
Investment Vehicles
Momentum
Services
Optima fusion Peak Capital Pioneer
Owner & Executives
H
HAROLD MARK ROSEN
Chief Compliance Officer, Managing Member, President
- CRD
- #3268135
- Ownership
- 75% or more
(242) 702-1207
quantum.frontier@optimacapital.com
in linkedin.com/in/vector-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,963,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,963,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,963,000
Equity - Exchange:
40.4% Derivatives:
34.8% Cash:
24.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,588,806,521 | 40.4% |
| Derivatives | $2,229,962,053 | 34.8% |
| Cash | $1,589,168,359 | 24.8% |
| Total | $6,407,936,933 | 100.0% |