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 a privately organized fund manager that operates pooled investment vehicles across private markets. The firm is structured as an LLC and has been SEC-registered since 2020. It serves primarily institutional clients and functions as a sponsor, general partner, and managing member of pooled funds rather than as an institutional capital allocator. Peakline’s advisory work centers on portfolio management for pooled investment vehicles; the firm is not a multi-state adviser and does not identify as an active ESG investor. Fee arrangements combine percentage-of-assets under management and performance-based fees, reflecting a traditional private fund manager economics. Industry roles tied to the firm include other investment adviser functions plus affiliations with trust and insurance company activities as noted in its filings. Peakline has been recognized 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

    David Mills

    Managing Director, Chief Financial OfficerCRD 6028796

  • Merene Makil

    Merene Makil

    Managing Director and Chief Operating OfficerCRD 6248093

Contacts

3 of 8
  • Avy Stein

    Avy Stein

    Founder and Co-ChairmanCRD 1462029

  • John Amboian

    John Amboian

    Chairman, AdvisorCRD 2636923

  • Mayo Shattuck

    Board of DirectorsCRD 1464321

Unlock 5 more contacts

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