# WESTPEAK GLOBAL ADVISORS, LLC

WESTPEAK GLOBAL ADVISORS, LLC of LAFAYETTE, CO is an SEC-registered investment adviser.

## Registration

- CRD: 106769
- Type: SEC-registered investment adviser
- SEC file number: 801-39554
- Location: 2575 PARK LANE, SUITE 210, LAFAYETTE, CO, 80026-3200
- Phone: 303-786-7700
- Latest filing: 2014-04-11
- Regulatory AUM: $294.0M
- Discretionary AUM: $8.8M
- Non-discretionary AUM: $285.2M
- Clients: 7
- Accounts: 2

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| VOSS PETER STUART | DIRECTOR; DIRECTOR, WESTPEAK INVESTMENT ADVISORS INC. | — |
| JEFFERSON ANTWINE | CHIEF EXECUTIVE OFFICER; DIRECTOR, EXECUTIVE VICE PRESIDENT, DIRECTOR OF MARKETING; DIRECTOR, PRINCIPAL, GLOBAL MARKETING AND CLIENT SERVICE (+3 more) | — |
| GAMEL DEBORAH ANN | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER; PRINCIPAL, CHIEF FINANCIAL OFFICER (+1 more) | — |
| CLAUNCH EDWARD STANTON | CHIEF COMPLIANCE OFFICER; PRINCIPAL, CHIEF ADMINISTRATIVE OFFICER; CHIEF COMPLIANCE OFFICER; PRINCIPAL, CHIEF ADMINISTRATIVE OFFICER, COMPLIANCE OFFICER (+2 more) | — |
| KRAWETZ ERIC DAVID | CHIEF ADMINISTRATIVE OFFICER; DIRECTOR OF FINANCE AND OPERATIONS; DIRECTOR OF FINANCE AND OPERATIONS; MEMBER | — |
| SNEDDON LEIGH | CHIEF INVESTMENT OFFICER | — |
| LO ANDREW WEN-CHUAN | EXECUTIVE VICE PRESIDENT, CHIEF SCIENTIFIC OFFICER | — |
| PLATT RUSSELL CHRISTOPHER | DIRECTOR OF PORTFOLIO MANAGEMENT; DIRECTOR OF PORTFOLIO MANAGEMENT; MEMBER; SENIOR VICE PRESIDENT, DIRECTOR OF PORTFOLIO MANAGEMENT (+1 more) | — |
| CHAFKIN JEREMIAH HARRISON | EXECUTIVE VICE PRESIDENT, BUSINESS STRATEGY | — |
| FRANZ ROBERT ALAN | DIRECTOR, EXECUTIVE VICE PRESIDENT, DIRECTOR OF RESEARCH; DIRECTOR, PRINCIPAL, CHIEF INVESTMENT OFFICER; EXECUTIVE VICE PRESIDENT, DIRECTOR OF RESEARCH (+2 more) | — |
| SCHILLING JEFFREY ALAN | PRINCIPAL, CHIEF TECHNOLOGY OFFICER | — |
| GHAYUR KHALID | CHIEF EXECUTIVE OFFICER; CHIEF INVESTMENT OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF INVESTMENT OFFICER; MEMBER; SHAREHOLDER | — |
| HEANEY RONAN GERARD | DIRECTOR OF RESEARCH; DIRECTOR OF RESEARCH; MEMBER; SHAREHOLDER | — |
| HANSON INGRID CHAN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; MEMBER | — |
| SCRIVER GERALD HAYES | DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER; DIRECTOR, PRESIDENT, CEO & CIO | — |
| BURRILL SCOTT RICHARD | EXECUTIVE VICE PRESIDENT, DIRECTOR OF TRADING | — |
| UMBERFIELD SHERRY ANN | DIRECTOR | — |
| BEARDEN BEVERLY M | DIRECTOR; DIRECTOR, WESTPEAK INVESTMENT ADVISORS, INC. | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| NUVEST REAL RETURN MASTER FUND | Other Private Fund | — | 8 | $59.0M | $100K |


## Fund service providers (1)

- administrator: NORTHERN TRUST GLOBAL FUND SERVICES CAYMAN LIMITED

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106769/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106769/similar
- Related entities: https://search.stillhousedata.com/firm/106769/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106769

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.