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COLLEGIATE PEAKS ASSET MANAGEMENT, LLC

DENVER, CO · CRD 322086 · IAPD ↗ · cpamllc.com · 303-801-3549

$365.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2024 — COLLEGIATE PEAKS ASSET MANAGEMENT, LLC reported RAUM up 45% ($236.8M -> $344.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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