PETERKOFSKY, ROY

PETERKOFSKY, ROY is an SEC-registered investment adviser (CRD 310852).

Registration

• CRD: 310852
• Type: Registered investment adviser
• Phone: 415-282-1257
• Latest filing: 2026-02-05
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310852 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search