Jackson Peak Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,869,715
Clients
10
70% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$286,972
About
Jackson Peak Capital provides discretionary portfolio management to a small roster of individual, high-net-worth, and institutional clients, including endowments, foundations, and family offices. The firm is a single-advisor practice with roughly $2.9 million in assets under management and delivers ongoing investment management services documented in an Investment Policy Statement for each client.
The firm’s investment process combines fundamental, quantitative, cyclical, and technical analysis and may employ both long-term investing and short-term trading techniques. Portfolios primarily emphasize equities but may include fixed income, ETFs, commodities, and the use of short sales, margin, and options, with risk tolerances and implementation tailored through the client’s IPS.
Notably, Jackson Peak accepts performance-based fees for qualified clients and manages institutional accounts, features that are uncommon among comparable independent, solo-advisor firms. The firm also requires clients to use a specified custodian and executes discretionary trading (including occasional trade aggregation), which are operational details that may affect execution and custody arrangements.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
1.50% annually
15.00% of capital appreciation with a 5% hurdle rate and high water mark
Account minimum: $150,000
Main office location
Jackson Peak Capital LLC
3540 Wilkinson Lane, Suite 2
Lafayette CA 94549, United States
Number of offices
1
Most active in
Jackson Peak Capital LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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