PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.

RIASEC RegisteredEst. 2015
Total AUM
$485M
Discretionary
$485M
100% of AUM
Avg account
$162M
Accounts
3
Employees
3
Advisory reps
3

Firm details

Headquarters
VILLANOVA, Pennsylvania
CRD number
281131
Registered since
August 21, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Peakequity Partners Management Co, L.L.C. is a private equity–focused investment adviser organized as an LLC and operating as both a sponsor and manager of pooled investment vehicles. The firm concentrates on running private equity funds for institutional investors, acting in a GP/manager role rather than offering individual retail advisory solutions. Its fee model combines a percentage-of-assets charge with performance-based fees, aligning compensation with realized fund performance. Investment activity centers on pooled fund structures and external manager allocations in private equity. The firm does not position itself as an ESG-focused allocator and its regulatory filings identify institutional investors as the client base. As an adviser to closed-ended funds, Peakequity Partners emphasizes fund-level portfolio construction and sponsor responsibilities—sourcing deals, executing transactions, and managing portfolio company value creation—while also using third-party private equity managers as part of its broader investment program.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Emily Cooney

    Chief Financial OfficerCRD 7990212

Contacts

2 of 2
  • JAMES BILLMYER

    PartnerCRD 7893243

  • GREGORY CASE

    Co-Founder & Managing PartnerCRD 1431149

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

VILLANOVA, PA

DELAWARE

Location

VILLANOVA, PA

Headquartered in VILLANOVA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
797 E Lancaster Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth