# Palm Peak Capital, LLC

> Palm Peak Capital, LLC is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 334986
- Filed as: PALM PEAK CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334986
- AdvisorCensus page: https://advisorcensus.com/firm/palm-peak-capital-llc-boca-raton-fl-334986

## Quick answers

**How is Palm Peak Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Palm Peak Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Palm Peak Capital, LLC charge?**
Its Form ADV Part 2A brochure dated June 24, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Palm Peak Capital, LLC located?**
Palm Peak Capital, LLC's principal office is in Boca Raton, FL, according to its Form ADV.

**Is Palm Peak Capital, LLC registered with the SEC or a state?**
Palm Peak Capital, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 334986.

**How much does Palm Peak Capital, LLC manage?**
Palm Peak Capital, LLC reports $400,841,880 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary).

**What types of clients does Palm Peak Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Palm Peak Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334986

**Does Palm Peak Capital, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 24, 2026 says: "The Funds generally have no minimum capital commitments for its respective limited partners."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 24, 2026)

- Asset-based fee: 2% of assets a year

> The Funds will pay Palm Peak a management fee (the “Management Fee”) during the investment period is paid quarterly in advance, equal to 2% of aggregate investor capital commitments (“Commitments”).

- Account minimum: None

> The Funds generally have no minimum capital commitments for its respective limited partners.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $400,841,880
- Discretionary: $400,841,880
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $400,841,880 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 9 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- palmpeakcapital.com
- LinkedIn @palm-peak-capital-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | Not reported | March 6, 2025 |
| October 2026 | $400,841,880 | 9 | June 24, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palm Peak Capital, LLC (CRD 334986): Form ADV filing data as of October 2026.