Data / Investment advisers / California / Peakview Capital
Peakview Capital, Menlo Park, CA: $646 million AUM, SEC registered investment adviser
Peakview Capital is an SEC registered investment adviser with its main office in Menlo Park, California and reports $646 million in regulatory assets under management in its Form ADV filed June 1, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 10 private funds.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 305663
- SEC file number
- 801-127248
- SEC status
- Approved, effective January 23, 2023
- Legal name
- Peakview Management, LLC
- Main office
- 525 Middlefield Road Suite 230, Menlo Park, CA 94025
- Phone
- (650) 321-6600
- Regulatory AUM
- $646,434,068 in the Form ADV filed June 1, 2026
- Discretionary AUM
- $408,882,228
- Non discretionary AUM
- $237,551,840
- Accounts
- 10
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 10: 10 private equity funds
- Gross assets of private funds
- $569,301,856
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 10 | $646.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $646.4 million | June 1, 2026 |
| April 1, 2026 | $604.3 million | March 18, 2026 |
| December 1, 2025 | $568.3 million | May 28, 2025 |
Other advisers in Menlo Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Solstein Capital, LLC | Menlo Park | $801.8 million | 2 | adviserinfo.sec.gov |
| Friends & Family Capital Management, LLC | Menlo Park | $793.8 million | 17 | adviserinfo.sec.gov |
| Robinhood Ventures | Menlo Park | $717.4 million | Not listed | adviserinfo.sec.gov |
| Tidemark Management Company LP | Menlo Park | $699.6 million | 4 | adviserinfo.sec.gov |
| M37 Management LP | Menlo Park | $656.4 million | 4 | adviserinfo.sec.gov |
| Avalon Capital Management | Menlo Park | $582.2 million | Not listed | adviserinfo.sec.gov |
| Augnition Global Investors | Menlo Park | $571.1 million | 2 | adviserinfo.sec.gov |
| Structural Capital Management Company II, LP | Menlo Park | $495.8 million | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Menlo Park, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Peakview Capital on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.