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Building 2THREE PEAKS CAPITAL MANAGEMENT, LLC

Map pinCASTLE ROCK, CO
Phone303-221-9480
NotebookSEC #801-62196
Total AUM
$222.9M
Employees
5
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3750 DACORO LANE
SUITE 100
CASTLE ROCK
CO 80109
United States
Operating Hours
8:00 A.M.- 5:00 P.M.
Monday - Friday
Phone
303-221-9480

ReceiptFinancials

Total AUM
$222.9M
Accounts
72
Discretionary
$222.9M
Accounts
72
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
31
AUM
$7.3M
HNW Individual Clients
29
AUM
$134.8M
Pension/Profit Sharing Plan Clients
6
AUM
$40.7M
Charitable Organization Clients
3
AUM
$7.2M
Corporation or Business Clients
3
AUM
$32.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COHINE

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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