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

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

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.

To learn more about the advisors currently working at Pyramid 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.