|
⚲
|
| Peloton Equity LLC
✚
| |
|---|---|
| CRD # | 301543 |
| SEC # | 801-117139 |
| CIK # | |
| AUM | $436.7 MM (2024-05-17) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 203-532-8011 |
| Address | 66 Field Point Road Greenwich, CT 06830 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Peloton Grenova LLC | 2023-03-20 | 12.4 | |
| PE | Peloton Journey Health LLC | 2022-03-28 | 22.6 | |
| PE | Peloton FHP LLC | 2021-03-24 | 1.5 | |
| PE | Peloton Aerosafe LLC | 2020-03-29 | 29.9 | |
| PE | Peloton Clearsky LLC | 2020-03-29 | 44.2 | |
| PE | Peloton Equity II LP | [2019-03-28] | 152.2 | 164.3 |
| PE | Peloton Equity Aerocare SPV II LP | [2017-03-28] | 3.1 | 12.3 |
| PE | Peloton Equity Aerocare SPV I LP | [2017-03-28] | 40.3 | 129.3 |
| PE | Peloton ID Experts LLC | 2017-03-28 | 2.3 | |
| PE | Peloton Arcadia LLC | 2016-03-28 | 47.4 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 9 | 436.7 |
| (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 | 9 | 436.7 |
| By Discretionary | ||
| Discretionary | 9 | 436.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 436.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 436.7 | |
| Total | 9 | 436.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Theodore Lundberg | 18 | ||
| Michael Orourke | 13 | ||
| Justin Yang | 12 | ||
| Carlos Ferrer | 7 | ||
| Peloton Equity LLC | 4 | ||
| Nicole Sansone | 4 | ||
| Peloton Equity GP LLC | 4 |
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|---|---|---|
|
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✚
|
CA | 0.4 |
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|
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|
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CA | 0.4 |
|
GLS Capital LLC
✚
|
IL | 0.4 |