Single Family OfficeRIA · CRD 330144SEC-Registered

Updated:

Peaks Investment Management

PEAKS INVESTMENT MANAGEMENT is an SEC-registered investment adviser in CHEYENNE, WY. The firm manages approximately $59 million in regulatory assets.

Peaks Investment Management

PEAKS INVESTMENT MANAGEMENT is an SEC-registered investment adviser in CHEYENNE, WY. The firm manages approximately $59 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Cheyenne

Corporate office

New York, NY, United States

Principals

David Peak

Founder

Sector focus

Real EstatePrivate CreditEnergy Transition & Renewables

Frequently asked questions

Who runs investment decisions at Peaks Investment Management?

David Peak, the founder and principal, oversees all investment decisions. The firm operates as a lean single-family office where ultimate authority rests with the family.

Where does the underlying wealth for Peaks Investment Management come from?

The capital originated from the Peak family's petrochemical distribution business. The family exited the operating company before establishing the investment office to manage the resulting liquidity.

Is Peaks Investment Management structured as a single-family office or does it manage outside capital?

It is a single-family office. There is no indication the firm accepts third-party capital or operates any pooled investment vehicles for external investors.

What investment stages and asset classes does the firm target?

The firm concentrates on real estate equity and structured real estate debt, including senior and mezzanine credit. It also invests in private credit opportunities and has exposure to energy transition assets tied to the family's industrial background.

Which geographies does Peaks Investment Management focus on?

The primary investment geography is the United States, with a concentration on New York-area commercial and multifamily real estate assets.

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