Peloton Equity LLC

Fee-Only (% of Portfolio)

Peloton Equity is a private equity firm that invests in healthcare and healthcare-related companies. Peloton's clients are primarily experienced institutional investors, including corporate pension plans, fund of funds, family offices, and some individual investors. Peloton makes long-term investments, typically holding securities for 3-10 years, and uses a repeatable "value creation playbook" to help portfolio companies grow and create value.

Assets Under Management$500M
Clients9
AdvisorsN/A
Avg. per Client$55M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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