PEAKLINE PARTNERS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$2.8B
Discretionary
$2.8B
100% of AUM
Avg account
$49.2M
Accounts
57
Employees
45
Advisory reps
10

Firm details

Headquarters
CHICAGO, Illinois
CRD number
306449
Registered since
January 10, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Peakline Partners, LLC is an SEC-registered investment manager organized as an LLC and registered in 2020. The firm operates as a multifunctional fund manager, running pooled investment vehicles across private equity, real estate, venture capital and other fund structures while also engaging with external alternative managers. Its client base is institutional and its advisory work centers on portfolio management for pooled vehicles. Peakline identifies as a sponsor/GP and is affiliated with other financial entities including trust companies and insurance companies. The firm’s commercial model combines AUM-based fees with performance-oriented compensation, consistent with traditional private fund economics. Peakline is not positioned as a capital allocator; instead it acts as manager and sponsor of funds. It is not an active ESG investor and does not currently present as a multi-state adviser. Industry recognition includes placement on Barron’s Top 100 RIA list in 2021, 2023 and 2024.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client 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
  • AVY STEIN

    Founder and Co-ChairmanCRD 1462029

  • JOHN AMBOIAN

    Chairman, AdvisorCRD 2636923

  • MAYO SHATTUCK

    Board of DirectorsCRD 1464321

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth