Peakline Partners, LLC

Fee-Only (% of Portfolio)

Peakline Partners is a registered investment advisor that manages private investment funds, including private equity, private credit, venture capital, and real estate funds. Peakline Partners provides discretionary investment management services solely to these funds rather than individual retail client accounts. The investment approach involves sourcing, structuring, and negotiating investments and dispositions, as well as monitoring performance and providing administrative services. Prospective investors in Peakline Partners' funds must meet specific qualification standards, such as being accredited investors or qualified purchasers. Peakline Partners does not participate in wrap fee programs and focuses its strategies on asset classes where its professionals have prior operating and investing experience.

Assets Under Management$2.8B
Clients57
Advisors1
Avg. per Client$49M
Avg. per Advisor$2.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Advisors at this firm

Peakline Partners, LLC - Fees, AUM & Advisors | TrueAdvisor