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Rocky Peak Capital Management, LLC (Calabasas)


Rocky Peak Capital Management, LLC is an investment adviser to an investment company based in Calabasas. It manages $663.79 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.

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Rocky Peak Capital Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rocky Peak Capital Management: assets under management

The assets under management (AUM) of Rocky Peak Capital Management, LLC is $663.79 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 343% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $663.79 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $663.79 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rocky Peak Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Calabasas

The principal office where Rocky Peak Capital Management, LLC performs its advisory services is located at 3935 Poppyseed Place, Calabasas, CA 91302, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-963-8009 or by fax 818-530-9238. The normal business hours are 6:30-4:00 on Monday - Friday. You can find more information about the New York firm at rockypeakcapital.com.


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