Corvid Peak Capital Management, LLC
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Overview
Corvid Peak Capital Management, LLC operates as a financial advisory firm based in New York, New York. Corvid Peak Capital Management, LLC oversees $928.7 million in assets under management over 15 client accounts, making it one of the larger firms in the United States by assets under management (AUM). The firm has a small group, including 4 financial advisors. Corvid Peak Capital Management, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like options, stocks and bonds.
Corvid Peak Capital Management, LLC oversees all of the company's accounts on a discretionary basis. Discretionary management signifies that buy and sell decisions are made by a portfolio manager without requiring the customer's authorization. Corvid Peak Capital Management, LLC administers an average of $61.9 million in assets for every customer account. The typical advisor at Corvid Peak Capital Management, LLC oversees about four client accounts, placing it among the most individualized advisor firms in the country.
The firm's central office is at 809 Broadway, New York, New York 10003.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Corvid Peak Capital Management, LLC by the Numbers
$928.7 million
5
15
$61.9 million
Fee Structure
Financial advisory fees are based on the services offered. However, fees charged by the company may include the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles and insurance companies. Out of its 15 customers, Corvid Peak Capital Management, LLC's biggest client group is insurance companies. About 14% of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Corvid Peak Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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