Jackson Peak Capital LLC is a registered investment advisor based in Lafayette, California, founded in November 2022 and owned by Patrick Robert O'Brien. Jackson Peak Capital offers ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance, utilizing an Investment Policy Statement to guide decisions. The firm primarily recommends equities, fixed income securities, exchange-traded funds, inflation-protected bonds, commodities, and non-United States securities. Jackson Peak Capital has full authority to make trades without asking clients first, operating on a discretionary basis. In addition to standard portfolio management, qualified clients have the option to pay a performance-based fee that includes a percentage of capital appreciation alongside standard management fees. Jackson Peak Capital serves individuals, high-net-worth individuals, corporations, and institutions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Qualified clients may alternatively choose a fee structure of 1.50% annually plus a 15.00% performance fee on capital appreciation exceeding a 5% hurdle rate, subject to a high water mark. Fees are generally negotiable.