ATLAS PEAK ADVISORS, INC.

ATLAS PEAK ADVISORS, INC. is an SEC-registered investment adviser (CRD 169648). Regulatory assets under management: $86.8M.

Registration

• CRD: 169648
• Type: Registered investment adviser
• Phone: 401-861-0101
• Latest filing: 2026-02-06
• Regulatory AUM: $86.8M
• Discretionary AUM: $86.8M
• Clients: 1
• Accounts: 203

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169648 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search