Pyramid Peak Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,038,826
Clients
22
Advisors
1
of 1 employees
About
Pyramid Peak Capital provides discretionary portfolio management to individuals, high-net-worth individuals, and trusts, generally requiring a $1,000,000 minimum (which may be waived) and reporting roughly $25.9 million in discretionary assets under management as of March 13, 2026. The firm manages client accounts on a discretionary basis and does not offer non-discretionary management.
The firm’s investment approach blends concentrated, bottom-up equity selection with an active options overlay, emphasizing long-term fundamental research while selectively integrating equity-related options to augment returns or hedge positions. For clients deemed suitable, Pyramid Peak may adopt a more aggressive, shorter-term orientation that uses greater turnover, significant leverage, and margin—along with option-selling strategies such as covered calls and naked puts—after a documented suitability and education process.
What distinguishes the firm from many peers is its use of derivatives and authorized borrowing within separately managed accounts and its willingness to accept performance-based fees (a 20% profit allocation for qualified clients), features that are relatively uncommon among independent advisers. The firm also intends to maintain concentrated portfolios (around 25 equity names) and requires client custody at its designated broker to support its options and margin activity, with additional suitability thresholds for participation in the aggressive strategy.
Client services
Expertise
Fee options
$0+: 2.00% annually (for accounts held at Interactive Brokers) $0+: 0.50% per quarter (2.00% annually equivalent) for accounts held at Wedbush
20% of profits generated over prior unrecouped losses for certain aggressive strategy accounts
Account minimum: $1,000,000 Fee-only: Asset-based fee of 2% per year billed quarterly in arrears; fees calculated daily for Interactive Brokers accounts and quarterly for Wedbush accounts
Main office
Irvington NY
Advisors at this office
1
Most active in
Colorado · New York
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
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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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