OLD PEAK FINANCE LLC

OLD PEAK FINANCE LLC of CHAPEL HILL, NC is an SEC-registered investment adviser (CRD 154804). Regulatory assets under management: $714.1M.

Registration

• CRD: 154804
• SEC file number: 801-109968
• Type: Registered investment adviser
• Location: 100 EUROPA DRIVE, SUITE 410, CHAPEL HILL, NC, 27517
• Phone: 919 459 8181
• Latest filing: 2026-05-28
• Regulatory AUM: $714.1M
• Discretionary AUM: $480.5M
• Non-discretionary AUM: $233.5M
• Clients: 9
• Accounts: 674

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154804 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search