# PEAK53 Partners, LP

> PEAK53 Partners, LP is a state-registered investment advisory firm in Longmont, CO, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 22, 2026.

- CRD: 318538
- Filed as: PEAK53 PARTNERS, LP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Longmont, CO
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318538
- AdvisorCensus page: https://advisorcensus.com/firm/peak53-partners-lp-longmont-co-318538

## Quick answers

**How is PEAK53 Partners, LP compensated?**
On its Form ADV (Item 5.E, October 2026), PEAK53 Partners, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is PEAK53 Partners, LP located?**
PEAK53 Partners, LP's principal office is in Longmont, CO, according to its Form ADV.

**Is PEAK53 Partners, LP registered with the SEC or a state?**
PEAK53 Partners, LP is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 318538.

**How much does PEAK53 Partners, LP manage?**
PEAK53 Partners, LP reports $35,993,359 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (100% discretionary).

**What types of clients does PEAK53 Partners, LP serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (2); pooled investment vehicles (other than investment companies and business development companies) (1); insurance companies (1).

**Does PEAK53 Partners, LP 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/318538

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $35,993,359
- Discretionary: $35,993,359
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $8,087,507 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | 2 | $7,729,307 |
| Insurance companies | 1 | $20,176,545 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- peak53partners.com
- LinkedIn @peak53-partners-lp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PEAK53 Partners, LP (CRD 318538): Form ADV filing data as of October 2026.