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| Happy Holidays!! thanks for using AUM13F!! |
| PeakEquity Partners Management Co LLC
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| CRD # | 281131 |
| SEC # | 801-106555 |
| CIK # | |
| AUM | $309.2 M (2025-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 484-253-0001 |
| Address | 797 E Lancaster Ave, Ste 200 Villanova, PA 19085 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Artpeak Investment LP | [2025-03-31] | 0.0 | 42.6 |
| PE | HighPeak Investment LP | 2022-03-31 | 245.6 | |
| PE | Graypeak II LP | 2021-03-31 | 2.0 | |
| PE | Graypeak LP | 2021-03-31 | 1.6 | |
| PE | PeakEquity Partners I LP | [2015-08-13] | 80.9 | 21.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 309.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 309.2 |
| By Discretionary | ||
| Discretionary | 3 | 309.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 309.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 309.2 | |
| Total | 3 | 309.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Peter Lloyd | 5 | |||
| Gregory Case | 7 | |||
| Paul Winn | 4 | |||
| Justin Reger | 2 | |||
| PeakEquity Partners Management Co LP | 1 | |||
| Artpeak Investment General Partner LP | 1 | |||
| Noah Ehrich | 1 | |||
| Artpeak Investment LLC | 1 | |||
| Kenneth Kummerer | 1 | |||
| Emily Cooney | 1 | |||
| View All | ||||
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