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PEAK ALTITUDE PARTNERS, LP

NEW YORK, NY · CRD 338110 · IAPD ↗ · peakalts.com · 212-970-6451

$68.1MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
October 2026 — PEAK ALTITUDE PARTNERS, LP added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
June 2026 — PEAK ALTITUDE PARTNERS, LP now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
June 2026 — PEAK ALTITUDE PARTNERS, LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
70
June 2026 — PEAK ALTITUDE PARTNERS, LP now reports 1 private fund(s) ($4.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
95
February 2026 — PEAK ALTITUDE PARTNERS, LP (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 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.