PELOTON EQUITY LLC

RIASEC RegisteredEst. 2019
Total AUM
$410M
Discretionary
$410M
100% of AUM
Avg account
$58.5M
Accounts
7
Employees
8
Advisory reps
4

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
301543
Registered since
August 8, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Peloton Equity LLC is a privately held limited liability company registered with the SEC in 2019 that operates as a private equity fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and functions in sponsor and general partner capacities; FINTRX lists it as a managing member of pooled funds. Its compensation combines a percentage-of-AUM fee with performance-based fees, a structure aligned with active private equity investing. Peloton is not listed as an active ESG investor and is organized under individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • NICOLE SANSONE

    Chief Financial OfficerCRD 6179588

Contacts

3 of 3
  • THEODORE LUNDBERG

    Founding PartnerCRD 6389298

  • CARLOS FERRER

    Founding PartnerCRD 858964

  • MICAH TAYLOR

    Co-FounderCRD 2890693

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
66 Field Point Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth