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Peak Asset Management
Peak Asset Management is an SEC-registered investment adviser in Louisville, CO, registered since 1996. The firm manages $1.0 billion in assets, $1.0 billion...
Peak Asset Management
Peak Asset Management is an SEC-registered investment adviser in Louisville, CO, registered since 1996. The firm manages $1.0 billion in assets, $1.0 billion of which is discretionary. It has 16 employees and 14 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2011
AUM
Over SEK 4 billion (per firm website)
Location
Region
Europe
Country
Sweden
City
Louisville
Corporate office
Kungsgatan 3, Stockholm, Sweden
Additional offices
Malmö, Sweden · Gothenburg, Sweden
Principals
Fredric Clason
Styrelseordförande, Peak Asset Management AB
Mattias Åström
VD & Partner, Peak Asset Management AB
Daniel Johansson
Partner, Peak Asset Management AB
Christian Jordo
VD & Partner, Peak AM Syd AB
Hampus Hansson
Partner, Peak AM Väst AB
Sector focus
Frequently asked questions
Who runs investment decisions at Peak Asset Management?
Investment decisions are made by the firm's partners and portfolio managers, led by CEO Mattias Åström. The organization is deliberately flat: all ten employees are either partners or advisors who directly manage client portfolios without a separate analyst layer. Portfolio manager Mats Planthaber oversees daily management through the affiliated legal entity Säkra VP AB.
Is Peak Asset Management a single-family office or a wealth manager?
Peak is a partner-owned wealth manager and asset manager, not a family office. It serves private individuals, companies, and institutions through discretionary mandates — the firm does not operate as a single-family office and has no single-family wealth origin.
Does Peak charge performance fees on its mandates?
No. Peak operates exclusively on a transparent, fee-only advisory model — what it calls an 'arvoderad ersättningsmodell.' The firm does not earn performance fees or commissions on product distribution, and deliberately avoids structured products and foreign insurance-based wrappers that embed conflated compensation.
Does Peak participate in fund commitments or only direct securities?
Peak's mandates are built on direct holdings in equities, bonds, and mutual funds. The firm does not market private-fund commitments or alternative-asset fund-of-funds products; its investment universe is confined to liquid, transparent, and traditional asset classes.
What is Peak's stance on market-neutral strategies today?
Peak won the Nordic Hedge Awards in 2015 and 2016 for its market-neutral strategies, but client demand has since shifted. The firm adapted by prioritizing long-only discretionary mandates and developing dynamic-allocation products, a pivot made explicit as falling volatility after 2017 reduced the appeal of absolute-return strategies.
How is Peak Asset Management organized geographically?
Peak operates from Stockholm (head office), Malmö, and Gothenburg. The Malmö and Gothenburg operations are run through separate legal entities — Peak AM Syd AB and Peak AM Väst AB, led by Christian Jordo and Hampus Hansson respectively — while investment management remains centralized in Stockholm.
Does Peak maintain any philanthropic or community structures?
Yes. Peak publicly discloses contributions to several Swedish child-focused organizations: BRIS, AjaBajaCancer, the Hugo Stiftelse, Slag för Hjältar, and Barncancerfonden. Some staff also volunteer directly; the firm emphasizes these commitments on its public website as part of its community identity.
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