SourcingSourcing

COLLEGIATE PEAKS ASSET MANAGEMENT, LLC

C41
CRD 322086·SEC 801-126197·DENVER, CO
AUM
$365.1M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COLLEGIATE PEAKS ASSET MANAGEMENT, LLC
CRD
322086
SEC file #
801-126197
EIN
844633364
DBA names
—

Economics

AUM
$365.1M
AUM band
$100M-$500M
AUM trajectory
'23'26
$224.0M → $365.1M▲ +63%
Client mix
Other4
Pooled Investment Vehicles1
Insurance Companies1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
3 advisors → 3 advisors▬ 0%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
cpamllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COLLEGIATE PEAKS INVESTORS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
COLLEGIATE PEAKS INVESTORS, LLC
LAARSEN, CHARLES, ERIC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CPAMLLC.COM
Rdap Domain Creation Date
2022-05-11T14:56:07Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001831948
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2020-11-12
Edgar Last Filing Date
2025-11-25
Edgar Form D Count
4
Edgar Form D Offerings
2025-11-252025-11-25 · 0001831948-25-000002
2024-11-012024-11-01 · 0001831948-24-000001
Edgar Former Names
WMD LR Fund L.P.

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust4
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
C/P MAPLES CORPORATE SERVICES LIMITEDPO BOX 309UGLAND HOUSE, E9, KY1-1104
Business
C/P MAPLES CORPORATE SERVICES LIMITEDPO BOX 309UGLAND HOUSE, E9, KY1-1104
Edgar EIN
844633364
Edgar Recent Filings
D/A2025-11-25 · 0001831948-25-000002
D/A2024-11-01 · 0001831948-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-11T14:56:07Z
Rdap Domain Last Changed
2026-04-26T21:00:20Z
Rdap Nameservers
Dns1.p04.nsone.netDns2.p04.nsone.netDns3.p04.nsone.netDns4.p04.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
LAARSEN, CHARLES, ERIC
Executive Officer · 2.5%
7566372
O'SHEA, MICHAEL, LAWRENCE
Executive Officer · 2.5%
4434470
RUSBARSKY, JOSEPH, MARK
Executive Officer · 2.5%
2832151