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 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
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 2DAVID MILLS
Managing Director, Chief Financial OfficerCRD 6028796
MERENE MAKIL
Managing Director and Chief Operating OfficerCRD 6248093
Contacts
3 of 8AVY STEIN
Founder and Co-ChairmanCRD 1462029
JOHN AMBOIAN
Chairman, AdvisorCRD 2636923
MAYO SHATTUCK
Board of DirectorsCRD 1464321
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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