SourcingSourcing

TEN PEAKS PARTNERS L.L.C.

C45
CRD 169364·SEC 801-135885·CLAYTON, MO
AUM
$108.6M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$326K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TEN PEAKS PARTNERS L.L.C.
CRD
169364
SEC file #
801-135885
EIN
—
DBA names
—

Economics

AUM
$108.6M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Pension Profit Sharing Plans24
Individuals High Net Worth3

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
CLAYTON MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
04/20/2026
ADV-W filed at
—
Website
facebook.com/ten-peaks-partners-924200577595553(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OPENLANDER, DENIS, HAROLD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
OPENLANDER, DENIS, HAROLD
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
74,041
Form 5500 Compensation Trajectory 3y
202574,041
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
74,041
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4979954
Trust Company Affiliate
No

People (1)

1
OPENLANDER, DENIS, HAROLD
IAR · Direct Owner · 87.5%
4979954