Peakview Capital
Peakview Capital is an SEC-registered asset manager in Menlo Park, CA with $646.4M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Peakview Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305663, SEC 801-127248, data through 2026-06-01.
- AUM (assets under management / regulatory AUM)
- $646.4M (2026-06-01)
- Firm type
- Asset Manager
- Location
- Menlo Park, CA
- Employees
- 5
- Clients
- 10
- CRD
- 305663
- Ownership
- XU, WENBO, NMN; LASSILA, KEN-ERIK, DAY; SIMONIAN, STEVEN, JOSEPH
How much AUM does Peakview Capital have?
Peakview Capital reported $646.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-01).
Who owns Peakview Capital?
Disclosed owners and executives of Peakview Capital include XU, WENBO, NMN, LASSILA, KEN-ERIK, DAY, SIMONIAN, STEVEN, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.