PELOTON EQUITY LLC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 301543
- Registered since
- August 8, 2019
- Website
- www.pelotonequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
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 1NICOLE SANSONE
Chief Financial OfficerCRD 6179588
Contacts
3 of 3THEODORE LUNDBERG
Founding PartnerCRD 6389298
CARLOS FERRER
Founding PartnerCRD 858964
MICAH TAYLOR
Co-FounderCRD 2890693
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
FORWARD CONSUMER PARTNERS, LLC
RIAGREENWICH, CT
SCIENCE & TECHNOLOGY PARTNERS, L.P.
RIAGREENWICH, CT
EAGLE POINT INCOME MANAGEMENT LLC
RIAGREENWICH, CT
LUCERNE CAPITAL MANAGEMENT, LP
RIAGREENWICH, CT
SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC
RIAGREENWICH, CT
GFO ADVISORY SERVICES, LLC
RIAGREENWICH, CT