# NorthPeak Financial

NorthPeak Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 142970
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142970

## About

NORTHPEAK FINANCIAL, INC. is a state-registered investment adviser in FREDERICK, MD. The firm manages $67 million in assets and $66 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at NorthPeak Financial?

The investment decision-makers at NorthPeak Financial are not publicly identified. No named principals or investment professionals are listed in public records. The firm does not disclose its leadership or investment committee.

### What investment stages does NorthPeak Financial target?

No information is publicly available regarding the investment stages NorthPeak Financial targets. The firm's strategy, whether focused on venture, growth, private equity, public markets, or other asset classes, is not disclosed.

### How does NorthPeak Financial source proprietary deal flow?

NorthPeak Financial's deal sourcing approach is not documented. The firm does not have a known public profile, and its network, co-investor relationships, or proprietary sourcing channels are not visible.

### Does NorthPeak Financial participate in fund commitments or only direct deals?

There is no public record of NorthPeak Financial participating in fund commitments or direct investments. Its investment vehicle usage—funds, SPVs, direct deals—remains unknown.

### Which sectors does NorthPeak Financial focus on?

The firm's sector focus is not publicly disclosed. NorthPeak Financial has not publicly reported investments or stated preferred industries.

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- [Integrated Retirement Strategies](https://altss.com/profile/integrated-retirement-strategies)
- [Schuylkill Financial](https://altss.com/profile/schuylkill-financial-llc)

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Last updated: 2026-07-06T01:24:22.134Z

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