# Clearpeak Capital Management

> Clearpeak Capital Management is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 27, 2023.

- CRD: 315374
- Filed as: CLEARPEAK CAPITAL MANAGEMENT
- Legal name: Clearpeak Capital Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: June 27, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315374
- AdvisorCensus page: https://advisorcensus.com/firm/clearpeak-capital-management-315374

## Quick answers

**How is Clearpeak Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Clearpeak Capital Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Clearpeak Capital Management registered with the SEC or a state?**
Clearpeak Capital Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315374.

**How much does Clearpeak Capital Management manage?**
Clearpeak Capital Management reports $2,730,013 in regulatory assets under management in its Form ADV filing dated June 27, 2023 (100% discretionary).

**What types of clients does Clearpeak Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (11).

**Does Clearpeak Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315374

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $2,730,013
- Discretionary: $2,730,013
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $472,385 |
| High net worth individuals | 15 | $2,257,628 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearpeak.capital

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearpeak Capital Management (CRD 315374): Form ADV filing data as of October 2026.