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Diamond Peak Capital LLC (Incline Village)


Diamond Peak Capital LLC is an adviser based in Incline Village. It manages $7.02 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Colorado and Nevada.

Diamond Peak Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Diamond Peak Capital: assets under management

The assets under management (AUM) of Diamond Peak Capital LLC is $7.02 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $501.49 thousand each.
Diamond Peak Capital has custody of $23 million in cash and securities for 30 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Diamond Peak Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Incline Village

The principal office where Diamond Peak Capital LLC performs its advisory services is located at 923 Tahoe Blvd, Suite 208, Incline Village, NV 89451, which is also the mailing address of the firm. An additional office of the firm is in Boulder, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 775-298-2300 or by fax 775-313-9627. The normal business hours are 7:00 am - 3:00 pm on Monday - Friday.


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