Collegiate Peaks Asset Management, LLC

Fee-Only (% of Portfolio)

Collegiate Peaks Asset Management (CPAM) provides investment advice and management, primarily investing in structured products like mortgage-backed securities. CPAM manages a private investment fund and separate accounts for institutions. Investment strategies are tailored to the objectives of each fund or separate account, as outlined in their governing documents. CPAM aims to deliver performance uncorrelated to major market indices.

Assets Under Management$360M
Clients6
AdvisorsN/A
Avg. per Client$60M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Collegiate Peaks Asset Management (CPAM) manages investments for a private fund and institutional separate accounts. CPAM typically receives an asset-based management fee, calculated as a percentage of the investment, payable quarterly. Management fees and other compensation are negotiable in certain circumstances, and arrangements can vary among clients.

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