Old Peak Finance LLC
● SEC registered since 2017CRD 154804SEC# 801-109968Chapel Hill, NC
Reg. AUM
$714.1M
Employees
9
Accounts
674
Location
Chapel Hill, NC
Old Peak Finance LLC assets under management
Old Peak Finance LLC is an SEC-registered investment adviser based in Chapel Hill, NC. The firm has been registered since 2017. It reports $714.1 million in regulatory assets under management and employs 9 people.
Old Peak Finance LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Alan Routh | Member | 5-10% | 2024 |
| Donna E. Reaves | Member | 5-10% | 2024 |
| Theodore Richard Waechter Control | Ceo / Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Old Peak Finance LLC manage?
Old Peak Finance LLC reports $714.1 million in regulatory assets under management on its Form ADV.
How many employees does Old Peak Finance LLC have?
Old Peak Finance LLC reports 9 employees.
Where is Old Peak Finance LLC located?
Old Peak Finance LLC is based in Chapel Hill, NC and has been SEC-registered since 2017.
Does Old Peak Finance LLC disclose fund performance?
Old Peak Finance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Europa Drive, Suite 410, Chapel Hill, NC 27517 |
| Phone | 919 459 8181 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$714.1M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$714.1Mregulatory AUM
Discretionary $480.5MNon-discretionary $233.5M