LP Profile

Old Peak Finance

Also known as old peak finance

Wealth ManagerChapel Hill, United StatesFounded 2010
Chapel Hill
Headquarters
Investment Focus

About Old Peak Finance

Helping tech executives turn equity compensation into lasting wealth. Expect more from your financial plan.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Old Peak Finance from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$714.1M
Total Clients
674
Filing Date
May 28, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Old Peak Finance across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Old Peak Finance?

Old Peak Finance is a wealth manager based in Chapel Hill, United States.

Where is Old Peak Finance headquartered?

Old Peak Finance is headquartered in Chapel Hill, United States.

When was Old Peak Finance founded?

Old Peak Finance was founded in 2010.

How can I contact Old Peak Finance?

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