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Chicoma Peak LLC (Santa Fe)


Chicoma Peak LLC is a large advisory firm based in Santa Fe. It manages $500 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New Mexico.

Chicoma Peak provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chicoma Peak: assets under management

The assets under management (AUM) of Chicoma Peak LLC is $500 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 233% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $500 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Chicoma Peak LLC for their services and products based on 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 Santa Fe

The principal office where Chicoma Peak LLC performs its advisory services is located at 1512 Pacheco Street, Suite D 201, Santa Fe, NM 87505, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-466-5366. The normal business hours are 7:00am-3:00pm mst on Monday - Friday.


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