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 an SEC-registered investment adviser organized as a limited liability company and registered in 2015. The firm functions primarily as a private equity fund sponsor and manager, providing portfolio management for pooled investment vehicles on behalf of institutional clients. Ownership is held by an individual rather than a corporate parent, and the firm identifies itself as a private equity fund manager rather than a capital allocator. Its compensation mix combines asset-based management fees with performance-oriented fee arrangements. Peakequity does not characterize itself as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

    Emily Cooney

    Chief Financial OfficerCRD 7990212

Contacts

2 of 2
  • James Billmyer

    James Billmyer

    PartnerCRD 7893243

  • Gregory Case

    Gregory Case

    Co-Founder & Managing PartnerCRD 1431149

Wealth teams

FINTRX

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