P
CRD: 165729
Pyramid Peak Capital, LLC
Irvington, NY
9142622072
$24.9M Total AUM
$24.9M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
12 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- North horizon
- Established Date
- 08-28-2013
- Office Locations
- 1
Office Locations
-- Irvington NY
About Pyramid Peak Capital, LLC
Pyramid Peak Capital, LLC is a Irvington-based RIA. The firm has been operating for 12 years. Managing $24.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Tiaa. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$24.9M AVG AUM / ADVISOR
$921.0K AVG AUM / CLIENT
12.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Beacon Horizon focus
Client Personas
Summit
Investment Themes
Harbor
Services
Capital oak Frontier
Technology
Harbor
Owner & Executives
J
JEFFREY PETER SIEGEL
Manager
- CRD
- #1866137
- Ownership
- 75% or more
(585) 889-2532
peak.peak@vertexcapital.com
in linkedin.com/in/element-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,866,379 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,866,379 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,866,379
Equity - Exchange:
35.2% Derivatives:
35.0% Public Funds:
29.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,233,006,682 | 35.2% |
| Derivatives | $1,226,000,962 | 35.0% |
| Public Funds | $1,043,852,247 | 29.8% |
| Total | $3,502,859,891 | 100.0% |