Pyramid Peak Capital manages investment portfolios for individuals, high net worth individuals, and trusts on a discretionary basis. Pyramid Peak invests in equities and equity-related options, both domestically and internationally. For clients with a higher risk tolerance, Pyramid Peak offers an investment approach in which it creates larger weightings in one or more individual names, utilizes significant leverage, creates more turnover, and pursues an option strategy including but not limited to the sale of naked puts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Asset-based and performance fees may be negotiable based on the size of the account, or how quickly the investment commitment is expected to increase. Clients who seek to invest in an aggressive, more risk-oriented approach will pay a performance fee in addition to the asset-based fee. The performance fee is 20% of the profits generated when profits for the current period exceed the unrecouped net losses for prior periods.