The COLLEGIATE PEAKS ASSET MANAGEMENT is a privately held investment adviser that advises $102.73mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. COLLEGIATE PEAKS ASSET MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 65.3% over the last 3-years.
The Group has been registered with the SEC for 4.01 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 201 MILWAUKEE STREET SUITE 200, DENVER, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 3 employees comprised of 3 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $102.73mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 1 other account. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $52.22mn or 50.83% of Total Assets and Insurance Companies own $50.51mn or 49.17% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Insurance Companies.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
COLLEGIATE PEAKS ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.