Palm Peak Capital, LLC
CRD 334986SEC# 801-136820Boca Raton, FL
No longer SEC-registered. Palm Peak Capital, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #4,217 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$400.8M
Fund GAV
$400.8M
Private funds
3
Employees
9
Accounts
3
Location
Boca Raton, FL
Palm Peak Capital, LLC assets under management
Palm Peak Capital, LLC operates as an SEC-registered investment adviser based in Boca Raton, FL. It reports $400.8 million in regulatory assets under management and employs 9 people. Palm Peak Capital, LLC manages 3 private funds with combined gross assets of $400.8 million, including Palm Peak Capital Fund I, L.P. By regulatory assets, it ranks 4,217 of 6,030 private fund managers.
Palm Peak Capital, LLC private funds
3 funds · $400.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Palm Peak Capital Fund I, L.P. | Private Equity | $321.7M | — |
| Palm Peak Capital Fund I-A, L.P. | Private Equity | $49.9M | — |
| Palm Peak Capital Fund I SPV, L.P. | Private Equity | $29.2M | — |
Palm Peak Capital, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Menachem Florian Control | Managing Member | 25-50% | 2023 |
| Jeremy David Stone Control | Managing Member | 25-50% | 2023 |
| Mark Steven Liff Control | Managing Member | 25-50% | 2023 |
| Melanie Jo Papatestas Control | Chief Financial Officer / Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Palm Peak Capital, LLC manage?
Palm Peak Capital, LLC reports $400.8 million in regulatory assets under management on its Form ADV.
How many private funds does Palm Peak Capital, LLC manage?
Palm Peak Capital, LLC manages 3 private funds with combined gross assets of $400.8 million.
How many employees does Palm Peak Capital, LLC have?
Palm Peak Capital, LLC reports 9 employees.
Where is Palm Peak Capital, LLC located?
Palm Peak Capital, LLC is based in Boca Raton, FL.
Does Palm Peak Capital, LLC disclose fund performance?
Palm Peak Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 120 E. Palmetto Park Road, Suite 203, Boca Raton, FL 33432 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,306 advisers
AUM vs fund managersTop 70%
Larger than 30% of 6,030 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 43%
More than 57% of 16,824 advisers
Assets under management
$400.8Mregulatory AUM
Discretionary $400.8M