PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.
Firm details
- Headquarters
- VILLANOVA, Pennsylvania
- CRD number
- 281131
- Registered since
- August 21, 2015
- Website
- peakequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Peakequity Partners Management Co, L.L.C. is a private equity–focused investment adviser organized as an LLC and operating as both a sponsor and manager of pooled investment vehicles. The firm concentrates on running private equity funds for institutional investors, acting in a GP/manager role rather than offering individual retail advisory solutions. Its fee model combines a percentage-of-assets charge with performance-based fees, aligning compensation with realized fund performance. Investment activity centers on pooled fund structures and external manager allocations in private equity. The firm does not position itself as an ESG-focused allocator and its regulatory filings identify institutional investors as the client base. As an adviser to closed-ended funds, Peakequity Partners emphasizes fund-level portfolio construction and sponsor responsibilities—sourcing deals, executing transactions, and managing portfolio company value creation—while also using third-party private equity managers as part of its broader investment program.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Emily Cooney
Chief Financial OfficerCRD 7990212
Contacts
2 of 2JAMES BILLMYER
PartnerCRD 7893243
GREGORY CASE
Co-Founder & Managing PartnerCRD 1431149
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VILLANOVA, PA
DELAWARE
Location
VILLANOVA, PA
Headquartered in VILLANOVA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- DELAWARE
- Address
- 797 E Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
MP NEXT CAPITAL
RIAVILLANOVA, PA
MILLERGROUP INVESTMENTS LLC
RIAVILLANOVA, PA
JOHNSON & WHITE WEALTH MANAGEMENT LLC
RIAYORK, PA
MORTON BROWN FAMILY WEALTH LLC
RIAALLENTOWN, PA
PERMIT CAPITAL, LLC
RIAw cnshohocken, PA
BRICK & KYLE ASSOCIATES INC
RIANEWTOWN, PA