Peakequity Partners Management Co, L.L.C.
Firm details
- Headquarters
- Villanova, Pennsylvania
- CRD number
- 281131
- Registered since
- August 21, 2015
- Website
- peakequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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