Sign in Sign up for free

Castle Peak Capital, LLC (Denver)


Castle Peak Capital, LLC is a large advisory firm based in Denver. It manages $25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Colorado.

Castle Peak Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Castle Peak Capital: assets under management

The assets under management (AUM) of Castle Peak Capital, LLC is $25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Castle Peak Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Denver

The principal office where Castle Peak Capital, LLC performs its advisory services is located at 1730 Blake Street, Denver, CO 80202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (303) 800-4701 or by fax (303) 379-5363. The normal business hours are 7:00 a.m. - 4:00 p.m. on Monday - Friday.


Registered investment advisers similar to Castle Peak Capital, LLC