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PELOTON EQUITY LLC

GREENWICH, CT · CRD 301543 · IAPD ↗ · pelotonequity.com · 203-532-8011

$409.5MRegulatory AUM
6Advisory reps
8Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2024 — PELOTON EQUITY LLC reported RAUM down 29% ($611.5M -> $436.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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