Three Peaks Capital Management, LLC
Three Peaks Capital Management, LLC is an SEC-registered ria in Castle Rock, CO with $222.9M assets under management (AUM, regulatory AUM), -11% over one year. See who owns Three Peaks Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127402, SEC 801-62196, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $222.9M (2026-03-31)
- Firm type
- Ria
- Location
- Castle Rock, CO
- Employees
- 5
- Clients
- 72
- CRD
- 127402
- Ownership
- O'FLAHERTY, GLENN, PAUL; RUFENACHT, SANDY, RAY; COOPER, MARY, KATHLEEN; COLLINS, KIMBERLY, LYNN; BAUMAN, ANDREW, LEE
How much AUM does Three Peaks Capital Management, LLC have?
Three Peaks Capital Management, LLC reported $222.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Three Peaks Capital Management, LLC?
Disclosed owners and executives of Three Peaks Capital Management, LLC include O'FLAHERTY, GLENN, PAUL, RUFENACHT, SANDY, RAY, COOPER, MARY, KATHLEEN, COLLINS, KIMBERLY, LYNN, BAUMAN, ANDREW, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.