A complete list of active advisors currently associated with ClearPeak Capital Management

Warmer can help you find a great advisor at ClearPeak Capital Management or one who fits your needs even better.

ClearPeak Capital Management provides discretionary asset management to individual and high‑net‑worth clients, managing roughly $2.73 million across about 26 accounts. The firm bills on a percentage‑of‑AUM basis and focuses on ongoing portfolio management for individual investors. Investment decisions are driven by fundamental, cyclical and macro analysis and are tailored to each client’s stated objectives, time horizon, and risk tolerance. Strategies the firm may employ include long‑ and short‑term positions, trading, option writing (including uncovered options), use of derivatives and trading on margin, all implemented under discretionary authority with periodic account reviews and performance reporting. Noteworthy aspects of the firm include disclosed outside business activities of the principal in scrap‑metal trading and retail/gasoline operations, which the brochure states are unrelated to the advisory business. The firm also maintains a proprietary trading account and permits affiliated‑person trading in securities that clients may hold (subject to quarterly compliance review), requires the use of Interactive Brokers for custody and direct fee debiting, and typically does not vote client proxies.

To learn more about the advisors currently working at ClearPeak Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jay Patel	Pittsburgh, PA	6

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