Vii Peaks Capital LLC

Vii Peaks Capital LLC (CRD# 153825) is a financial advisory firm headquartered in Orinda, CA. They manage $50,431,037 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $5,603,449
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Vii Peaks Capital LLC
Showing 1 - 3 of 3 top financial advisors.
1
Garima Kakani
CRD#: 6023414
4 Orinda Way, Suite 125-a, Orinda, CA 94563
90
Wealthminder
score

Garima Kakani (CRD# 6023414) is an Investment Advisor Representative working at Vii Peaks Capital LLC in Orinda, CA and has 1 year of experience in the finance industry.

2
Rudolph A. Galera
CRD#: 2487110
4 Orinda Way, Suite 125-a, Orinda, CA 94563
83
Wealthminder
score

Rudolph Galera (CRD# 2487110) is an Investment Advisor Representative working at Vii Peaks Capital LLC in Orinda, CA and has over 18 years of experience in the finance industry.

3
Gurpreet S. Chandhoke
CRD#: 4999369
4 Orinda Way, Suite 125-a, Orinda, CA 94563
73
Wealthminder
score

Gurpreet Chandhoke (CRD# 4999369) is an Investment Advisor Representative working at Vii Peaks Capital LLC in Orinda, CA and has over 10 years of experience in the finance industry.

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