# Peakview Capital

> Peakview Capital is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 1, 2026.

- CRD: 305663
- Filed as: PEAKVIEW CAPITAL
- Legal name: Peakview Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Menlo Park, CA
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305663
- AdvisorCensus page: https://advisorcensus.com/firm/peakview-capital-menlo-park-ca-305663

## Quick answers

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

**Where is Peakview Capital located?**
Peakview Capital's principal office is in Menlo Park, CA, according to its Form ADV.

**Is Peakview Capital registered with the SEC or a state?**
Peakview Capital is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 305663.

**How much does Peakview Capital manage?**
Peakview Capital reports $646,434,068 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (63% discretionary).

**How have Peakview Capital's assets and staff changed since 2023?**
In the Form ADV data for Peakview Capital: Regulatory assets under management: $504,933,327 in the October 2023 data and $646,434,068 in the October 2026 data, up 28%. Total employees: 8 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Peakview Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does Peakview Capital 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/305663

**What changed in Peakview Capital's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $646,434,068
- Discretionary: $408,882,228
- Non-discretionary: $237,551,840

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $646,434,068 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- peakview.capital
- LinkedIn @7605096

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $504,933,327 | 8 | June 16, 2023 |
| October 2024 | $530,685,016 | 7 | May 8, 2024 |
| October 2025 | $568,339,573 | 6 | May 28, 2025 |
| October 2026 | $646,434,068 | 5 | June 1, 2026 |

Regulatory assets under management: $504,933,327 in the October 2023 data and $646,434,068 in the October 2026 data, up 28%.
Total employees: 8 in October 2023 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peakview Capital (CRD 305663): Form ADV filing data as of October 2026.