Peak53 Partners manages investments for a private fund (Peak53 Structured Opportunities Fund, LP) and offers investment advice to separately managed accounts. Peak53 invests in structured products like RMBS, CMBS, ABS, and CLOs, but may also invest in corporate and municipal bonds, equities, and derivatives. Peak53 aims to deliver risk-adjusted returns by taking advantage of inefficiencies in structured products.
Assets Under Management$26M
Clients4
Advisors2
Avg. per Client$6.4M
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The Investment Manager (IM) and Client may enter into arrangements with a higher or lower Advisory Fee charged, based upon numerous considerations including but not limited to Account size and/or whether a Performance Fee is being assessed, and solely if agreed to by both parties.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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