Collegiate Peaks Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 13, 2026, reports $365M in regulatory assets under management, 3 employees, and 6 accounts.
Assets Under Management
$365M
Employees
3
Offices
--
Total Clients
6
Primary office
DENVER, CO
201 MILWAUKEE STREET, SUITE 200, DENVER, CO, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentUNIVERSITY ENDOWMENT represent 66.7% of total clients.
Top client categories% of clientsClients
1
UNIVERSITY ENDOWMENT
66.7%
4
2
Pooled Investment Vehicles
16.7%
1
3
Insurance Cos.
16.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$365Mas of March 13, 2026
Discretionary100.0%
$365M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$365M
Total Accounts6
10Y AUM Change+$365M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee2:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.