Peakline Partners, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 306449
- Registered since
- January 10, 2020
- Website
- cressetpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Peakline Partners, LLC is an LLC-structured investment manager that registers with the SEC and began advisory activities in 2020. The firm operates as a multifaceted fund manager focused on managing pooled investment vehicles across private equity, venture capital and real estate strategies, and it also sponsors and serves as general partner/managing member for its pooled vehicles. Its client base is institutional, and its compensation model combines percentage-of-assets management fees with performance-based fees. Peakline does not present itself as a capital allocator and is not identified as an active ESG investor. Peakline Partners, LLC has been recognized by Barron’s in its Top 100 RIA lists for 2021, 2023 and 2024.
Assets & Accounts
Investments & Alternatives
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
2 of 2
David Mills
Managing Director, Chief Financial OfficerCRD 6028796
Merene Makil
Managing Director and Chief Operating OfficerCRD 6248093
Contacts
3 of 8
Jon Goldstein
Executive Managing DirectorCRD 2163575
John Amboian
Chairman, AdvisorCRD 2636923
Avy Stein
Founder and Co-ChairmanCRD 1462029
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 200 W Madison St
- Time zone
- CT (UTC-6)
- Office locations
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