|
⚲
|
| Keyboard |
| Peloton Equity LLC
✚
|
|
|---|---|
| CRD # | 301543 |
| SEC # | 801-117139 |
| CIK # | |
| AUM | 409.5 M (2026-05-14) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 203-532-8011 |
| Address | 66 Field Point Road Greenwich, CT 06830 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Peloton Grenova LLC | 2023-03-20 | 5.7 M | |
| PE | Peloton Journey Health LLC | 2022-03-28 | 0.0 M | |
| PE | Peloton FHP LLC | 2021-03-24 | 1.5 M | |
| PE | Peloton Aerosafe LLC | 2020-03-29 | 59.7 M | |
| PE | Peloton Clearsky LLC | 2020-03-29 | 68.8 M | |
| PE | Peloton Equity II LP | [2019-03-28] | 152.2 M | 206.7 M |
| Offered $152,250,000 · Filed 2021-02-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration More than one year · Commission $744,000 · Revenue Decline to Disclose | ||||
| PE | Peloton Equity Aerocare SPV II LP | [2017-03-28] | 3.1 M | 12.3 M |
| Offered $3,125,000 · Filed 2016-03-17 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Peloton Equity Aerocare SPV I LP | [2017-03-28] | 40.3 M | 129.3 M |
| Offered $40,347,904 · Filed 2016-03-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Peloton ID Experts LLC | 2017-03-28 | 2.3 M | |
| PE | Peloton Arcadia LLC | 2016-03-28 | 50.4 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 7 | 409.5 |
| (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 | 7 | 409.5 |
| By Discretionary | ||
| Discretionary | 7 | 409.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 409.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 409.5 | |
| Total | 7 | 409.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael O'Rourke | Executive Officer | 14 | 3 | |
| Theodore Lundberg | Executive Officer | 18 | 2 | |
| Justin Yang | Executive Officer | 12 | 2 | |
| Carlos Ferrer | Executive Officer | 7 | 2 | |
| Nicole Sansone | Executive Officer | 4 | 1 | |
| Peloton Equity LLC | Promoter | 4 | 1 | |
| Peloton Equity GP LLC | Promoter | 4 | 1 | |
| Ffc Arcadia Management LLC | Promoter | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
Seaport Capital LLC
✚
|
NY | 418.2 M |
|
Auldbrass Partners LP
✚
|
NY | 412.9 M |
|
Auxo Investment Partners LLC
✚
|
MI | 412.0 M |
|
Vortus Investment Advisors LLC
✚
|
TX | 411.7 M |
|
Greenridge Equity Partners LLC
✚
|
TX | 408.8 M |
|
New Leaf Venture Partners LLC
✚
|
NY | 408.4 M |
|
Bridge Growth Partners LLC
✚
|
NY | 407.0 M |
|
Generation Partners Management LLC
✚
|
401.6 M | |
|
ROG IX LLC
✚
|
TX | 401.0 M |
|
Palm Peak Capital LLC
✚
|
FL | 400.8 M |