THREE PEAKS CAPITAL MANAGEMENT
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6Rank #2170 of mapped providers
Assets under administration$1.4B0.0%Market share · rank #3742
Fees received$240,425Median $32,844/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical THREE PEAKS CAPITAL MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where THREE PEAKS CAPITAL MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 6 | $32,844 |
Competitor overlap
Percent of THREE PEAKS CAPITAL MANAGEMENT's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under THREE PEAKS CAPITAL MANAGEMENT.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under THREE PEAKS CAPITAL MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HAWAII ELECTRICIANS ANNUITY PLANHI · 996020486-001 | $450M | 4,113 | $90,580 | 7y | - |
HAWAII ELECTRICIANS PENSION PLANHI · 996005391-002 | $362M | 3,427 | $24,500 | 7y | - |
BOARD OF TRUSTEES OF HAWAII IRON WORKERS PENSION TRUST FUNDHI · 996025105-001 | $176M | 1,465 | $41,187 | 6y | - |
BOARD OF TRUSTEES, HAWAII OPERATING ENGINEERSCA · 942959994-004 | $165M | 3,582 | $45,835 | 9y | - |
BOARD OF TRUSTEES OF THE HAWAII MASONS & PLASTERERS ANNUITY TRUST FUNDHI · 996024001-001 | $127M | 4,137 | $22,802 | 1y | - |
BOARD OF TRUSTEES OF CATV INDUSTRY - IBEW PENSION PLANHI · 816703160-001 | $98M | 1,052 | $15,521 | 8y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (4)
Raw Schedule C names collapsed into THREE PEAKS CAPITAL MANAGEMENT.
- THREE PEAKS
- THREE PEAKS CAPITAL MANAGEMENT
- THREE PEAKS CAPITAL MANAGEMENT LLC
- THREE PEAKS CAPITAL MANAGEMENT, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for THREE PEAKS CAPITAL MANAGEMENT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with THREE PEAKS CAPITAL MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent