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PALM PEAK CAPITAL, LLC

BOCA RATON, FL · CRD 334986 · IAPD ↗ · 561-941-6355

$400.8MRegulatory AUM
7Advisory reps
9Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
August 2026 — PALM PEAK CAPITAL, LLC (BOCA RATON, FL) is newly SEC-registered with $400.8M RAUM and 7 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.