← Directory
PEAKVIEW CAPITAL
Legal name: PEAKVIEW MANAGEMENT, LLC
CRD 305663File 801-127248
APPROVED
Custody
Filing as of Jun 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$646.4M
Above cohort median (national)
Discretionary AUM
$408.9M
Non-discretionary $237.6M
Clients
10
10 accounts
Employees
5
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 23, 2023
- Principal office
- 525 MIDDLEFIELD ROAD, SUITE 230, MENLO PARK, CA, 94025
- Phone
- 1 650-321-6600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $646.4M
- Discretionary AUM
- $408.9M
- Non-discretionary AUM
- $237.6M
- Discretionary accounts
- 7
- Non-discretionary accounts
- 3
- Total accounts
- 10
- AUM per client
- $64.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 10 | $646.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.