A complete list of active advisors currently associated with Jackson Peak Capital LLC

Warmer can help you find a great advisor at Jackson Peak Capital LLC or one who fits your needs even better.

Jackson Peak Capital LLC provides discretionary portfolio management to individuals, high‑net‑worth clients and select institutional clients, including endowments, foundations, and family offices. The firm tailors each engagement with an Investment Policy Statement that documents a client’s goals, time horizon, and risk tolerance. The firm’s investment process draws on fundamental, cyclical, quantitative and technical analysis and employs both long‑term investing and active strategies, including short sales, margin transactions and options trading. Accounts are managed on a discretionary basis and reviewed at least quarterly, with implementation guided by each client’s Investment Policy Statement. Distinctive aspects of the practice include its acceptance of performance‑based compensation for qualifying clients and its work with institutional accounts—both uncommon among similarly sized independent solo advisers. Jackson Peak operates as a small, recently formed adviser with approximately $2.87 million in assets under management and about ten client accounts, and it requires clients to custody assets with a specified broker‑dealer (Interactive Brokers LLC).

To learn more about the advisors currently working at Jackson Peak Capital LLC, 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
Patrick O'brien	Lafayette, CA	10

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