Ten Peaks Partners provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 26–50 clients last fiscal year.
Ten Peaks Partners reports 27 clients. They include 24 pension and profit-sharing plans and 3 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $109M across 27 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 11% | 14% |
| Pension and profit-sharing plans | 89% | 86% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $14.8M | 13.6% | $4.92M |
| Pension and profit-sharing plans | 24 | $93.8M | 86.4% | $3.91M |
| Total | 27 | $109M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $14.8M
- AUM share
- 13.6%
- Avg. per client
- $4.92M
- Clients
- 24
- Regulatory AUM
- $93.8M
- AUM share
- 86.4%
- Avg. per client
- $3.91M
Total
- Clients
- 27
- Regulatory AUM
- $109M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Ten Peaks Partners is paid through a percentage of assets under management and hourly charges; its fees and minimums are set out in its brochures on the SEC website.
Denis Openlander owns 75% or more of Ten Peaks Partners. The leadership team of Ten Peaks Partners includes President Denis Openlander. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Ten Peaks Partners L.L.C.
Denis Openlander
Control person · since September 2013
Besides its headquarters, Ten Peaks Partners has 1 office, with 2 listed addresses across 2 states.
Missouri · 1 listed address
- 7777 Bonhomme Ave, Suite 1800, ClaytonHQ
Texas · 1 listed address
- 111 Congress Avenue, Austin
Contact and registration details
- Legal name
- Ten Peaks Partners L.L.C.
- Headquarters
- 7777 Bonhomme Ave, Suite 1800, Clayton, MO 63105
- Website
- tenpeakspartners.com
- Phone
- 888-762-7145
- @ten-peaks-partners
- SEC file
- 801-135885
- Structure
- Missouri LLC
- Fiscal year end
- December
Ten Peaks Partners’ named custodians for separately managed accounts are Vanguard Group [malvern, Pa] ($76.2M, 84%) and Charles Schwab ($14.8M, 16%). Ten Peaks Partners does not have custody of client assets.
- Vanguard Group [malvern, Pa]Vanguard Group [malvern, Pa] · Malvern, PA · $76.2M84%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $14.8M16%
At year end, Ten Peaks Partners’ separately managed accounts were mostly in funds (98%).
What the accounts hold
- Funds98%
- Cash2%
How many clients does Ten Peaks Partners have?
Ten Peaks Partners has 27 clients and manages $109 million for them, as of May 2026. They include 24 pension and profit-sharing plans and 3 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 May 2026
What services does Ten Peaks Partners offer?
Ten Peaks Partners provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Ten Peaks Partners use?
Ten Peaks Partners’ separately managed account assets are held at Vanguard Group [malvern, Pa] (Malvern, PA), with $76.2M and Charles Schwab & Co., Inc. (Westlake, TX), with $14.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 May 2026
How many financial advisors does Ten Peaks Partners have?
Ten Peaks Partners has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ten Peaks Partners invest in?
At the end of its last fiscal year, Ten Peaks Partners’ separately managed accounts held 98% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ten Peaks Partners?
Ten Peaks Partners’ direct owner is Denis Openlander (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 May 2026
How does Ten Peaks Partners get paid?
Ten Peaks Partners is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ten Peaks Partners?
Ten Peaks Partners’ main office is at 7777 Bonhomme Ave, Suite 1800, Clayton, MO 63105. Its phone number is 888-762-7145. Its website is tenpeakspartners.com.