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PEAK XV PARTNERS OPERATIONS LLC

TRIANON, Mauritius · CRD 305299 · IAPD ↗ · +230 467 3000

$15.30BRegulatory AUM
44Advisory reps
107Employees
0Clients
n/aPlanning clients
25Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
July 2026 — PEAK XV PARTNERS OPERATIONS LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
April 2026 — PEAK XV PARTNERS OPERATIONS LLC shrank from 50 to 44 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
June 2025 — PEAK XV PARTNERS OPERATIONS LLC (TRIANON, Mauritius) is newly SEC-registered with $14.96B RAUM and 50 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.