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PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.

VILLANOVA, PA · CRD 281131 · IAPD ↗ · peakequity.com · 484-253-0001

$485.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
April 2026 — PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. reported RAUM up 57% ($309.2M -> $485.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
April 2024 — PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. filed an Item 4A succession naming PEAKEQUITY PARTNERS MANAGEMENT CO LP (CRD 281131) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
43
April 2024 — PEAKEQUITY PARTNERS MANAGEMENT CO LP is now doing business as PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
58
April 2024 — PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. reported RAUM up 89% ($186.4M -> $353.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.