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RIA · CRD 335440State-Registered Investment Adviser

Updated:

Center Peak Financial

CENTER PEAK FINANCIAL is a state-registered investment adviser in DURHAM, NC. The firm manages $65 million in assets, $61 million on a discretionary basis.

Overview

CENTER PEAK FINANCIAL is a state-registered investment adviser in DURHAM, NC. The firm manages $65 million in assets, $61 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Corporate office

United States

Frequently asked questions

Who are the principals at Center Peak Financial?

The names of principals or key decision-makers at Center Peak Financial are not publicly available. No investment professionals or family members have been identified in accessible public records.

What is the investment strategy of Center Peak Financial?

The investment strategy has not been publicly disclosed. There is no information on asset class preferences, stages, or geographic focus.

Does Center Peak Financial make direct investments or use fund structures?

The deployment approach—whether direct deals, fund commitments, or co-investments—is not documented in public sources.

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