ClearPeak Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,730,013
Total clients
26
58% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$105,001
About
ClearPeak Capital Management provides discretionary asset management to individual and high‑net‑worth clients, managing roughly $2.73 million across about 26 accounts. The firm bills on a percentage‑of‑AUM basis and focuses on ongoing portfolio management for individual investors.
Investment decisions are driven by fundamental, cyclical and macro analysis and are tailored to each client’s stated objectives, time horizon, and risk tolerance. Strategies the firm may employ include long‑ and short‑term positions, trading, option writing (including uncovered options), use of derivatives and trading on margin, all implemented under discretionary authority with periodic account reviews and performance reporting.
Noteworthy aspects of the firm include disclosed outside business activities of the principal in scrap‑metal trading and retail/gasoline operations, which the brochure states are unrelated to the advisory business. The firm also maintains a proprietary trading account and permits affiliated‑person trading in securities that clients may hold (subject to quarterly compliance review), requires the use of Interactive Brokers for custody and direct fee debiting, and typically does not vote client proxies.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $1,500,000: 0.75% annually $1,500,001 - $2,000,000: 0.50% annually $2,000,001 - $3,000,000: 0.25% annually $3,000,001+: 0.10% annually
Main office location
ClearPeak Capital Management
Pittsburgh PA, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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