Asset ManagerRIA · CRD 134846SEC-Registered

Updated:

Peak Investment Solutions

PEAK INVESTMENT SOLUTIONS, LLC is an SEC-registered investment adviser in ROSEVILLE, CA. The firm manages approximately $77 million in regulatory assets.

Peak Investment Solutions

PEAK INVESTMENT SOLUTIONS, LLC is an SEC-registered investment adviser in ROSEVILLE, CA. The firm manages approximately $77 million in regulatory assets. It has 4 employees and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Roseville

Corporate office

Denver, CO, United States

Principals

Kevin Kneupper

Managing Partner

Sector focus

Private CreditReal EstateSpecialty Finance

Frequently asked questions

Who makes investment decisions at Peak Investment Solutions?

Kevin Kneupper, the firm's Managing Partner, leads investment decisions and deal structuring. Regulatory records identify him as the primary investment adviser representative. Peak operates as a lean boutique, meaning Kneupper is directly involved in sourcing, underwriting, and placement of each transaction rather than delegating to a committee structure.

How does Peak Investment Solutions structure its investment offerings?

Peak structures its credit placements on a deal-by-deal basis rather than through commingled blind-pool funds. Each opportunity is documented via a private placement memorandum and offered directly to qualified investors. The underlying assets are typically first-lien mortgage notes, bridge loans, or structured credit facilities, with deal sizes commonly ranging from $1 million to $20 million.

What types of collateral secure Peak Investment Solutions' credit deals?

The majority of Peak's originations are secured by income-producing commercial real estate, including multifamily, industrial, and mixed-use properties. The firm targets senior positions in the capital stack to prioritize principal protection. Peak also evaluates specialty finance opportunities such as litigation finance advances and small-business receivables factoring, though real estate credit represents its core issuance volume.

Does Peak Investment Solutions manage a fund or operate as a placement agent?

Peak Investment Solutions does not manage a commingled fund with pooled investor capital. It functions more like a deal sponsor and placement agent, originating individual credit opportunities and placing each note separately with a network of high-net-worth individuals and family offices. Investors receive deal-specific documentation and direct exposure to the underlying collateral rather than fund units.

What geographic markets does Peak Investment Solutions focus on?

Peak Investment Solutions is headquartered in Denver, Colorado, and focuses primarily on US-based credit opportunities. Its real estate lending activity targets properties in secondary and tertiary markets, where pricing inefficiencies and reduced institutional competition can offer more favorable risk-adjusted yields than gateway cities.

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