North Peak Capital Management, Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 9
- Avg AUM / client
- $189M
- Accounts
- 9
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Investments (13F portfolio — 7 positions, $601,349,423)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Hilton Grand Vacations Inc | COM | $173,253,561 | 4,428,772 | 28.8% | 10.2% |
| 2 | Carvana Co | CL A | $132,342,977 | 420,965 | 22.0% | 7.77% |
| 3 | Schwab Charles Corp | COM | $112,927,590 | 1,201,613 | 18.8% | 6.63% |
| 4 | Driven Brands Hldgs Inc | COM | $63,746,665 | 5,055,247 | 10.6% | 3.74% |
| 5 | Haemonetics Corp Mass | COM | $56,300,991 | 998,953 | 9.36% | 3.31% |
| 6 | Sea Ltd | SPONSORD ADS | $50,552,441 | 610,463 | 8.41% | 2.97% |
| 7 | Agilon Health Inc | COM NEW | $12,225,198 | 1,545,537 | 2.03% | 0.72% |
Top 25 of 7 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $1.4B | 80.0% |
| State or municipal government entities | 1 | $340M | 20.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| North Peak Capital Partners Ii, Lp master | Hedge Fund | Delaware | $1.0B | 317 |
| North Peak Capital Alpha Fund, Lp | Hedge Fund | Delaware | $323M | 2 |
| North Peak Capital Partners, Lp | Hedge Fund | Delaware | $107M | 92 |
| North Peak Special Opportunity Partners Ii, Llc | Hedge Fund | Delaware | $43.8M | 23 |
| North Peak Special Opportunity Partners Iii, Llc | Hedge Fund | Delaware | $24.2M | 39 |
| North Peak Capital Ultra Fund, Lp | Hedge Fund | Delaware | $20.0M | 2 |
| North Peak Special Opportunity Partners Llc | Hedge Fund | Delaware | $5.6M | 38 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kahan, Jeremy, Steven | Managing Member | Jul 2015 (11y) | 50% – 75% | |
| Kahan, Michael, Kevin | Managing Member | Jul 2015 (11y) | 50% – 75% | |
| Lorch, Michael | Chief Financial Officer / Chief Compliance Officer | Sep 2018 (8y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $1.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| North Peak Capital Partners Ii, Lp | Hedge Fund | $1.0B | $1.0M | 317 |
| North Peak Capital Alpha Fund, Lp | Hedge Fund | $323M | $1.0M | 2 |
| North Peak Capital Partners, Lp | Hedge Fund | $107M | $500K | 92 |
| North Peak Special Opportunity Partners Ii, Llc | Hedge Fund | $43.8M | $250K | 23 |
| North Peak Special Opportunity Partners Iii, Llc | Hedge Fund | $24.2M | $250K | 39 |
| North Peak Capital Ultra Fund, Lp | Hedge Fund | $20.0M | $1.0M | 2 |
| North Peak Special Opportunity Partners Llc | Hedge Fund | $5.6M | $250K | 38 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 2.55 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Morgan Stanley $339M (20% of AUM) Mar 2026
- BNY Mellon $545K (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗