Peakline Partners, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 306449
- Registered since
- January 10, 2020
- Website
- cressetpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Peakline Partners, LLC is a privately organized fund manager that operates pooled investment vehicles across private markets. The firm is structured as an LLC and has been SEC-registered since 2020. It serves primarily institutional clients and functions as a sponsor, general partner, and managing member of pooled funds rather than as an institutional capital allocator. Peakline’s advisory work centers on portfolio management for pooled investment vehicles; the firm is not a multi-state adviser and does not identify as an active ESG investor. Fee arrangements combine percentage-of-assets under management and performance-based fees, reflecting a traditional private fund manager economics. Industry roles tied to the firm include other investment adviser functions plus affiliations with trust and insurance company activities as noted in its filings. Peakline has been recognized on Barron’s Top 100 RIA list in 2021, 2023, and 2024.
Assets & Accounts
Investments & Alternatives
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
2 of 2
David Mills
Managing Director, Chief Financial OfficerCRD 6028796

Merene Makil
Managing Director and Chief Operating OfficerCRD 6248093
Contacts
3 of 8
Avy Stein
Founder and Co-ChairmanCRD 1462029
John Amboian
Chairman, AdvisorCRD 2636923
Mayo Shattuck
Board of DirectorsCRD 1464321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 200 W Madison St
- Time zone
- CT (UTC-6)
- Office locations
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