Peloton Capital Management

Overview

Peloton Capital Management is an independent, SEC-registered advisory corporation that has been operating since 1986. The firm serves individual and family clients and offers a mix of services including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the publication of periodic market newsletters. Ownership is held by an individual principal, and Peloton uses a mix of billing models (percentage of AUM, hourly charges, and fixed fees). The firm is not positioned as a capital allocator, does not market itself as an active ESG investor, and is not a multi-state adviser. Peloton is also active in the sponsor/GP role and operates as a managing member for pooled investment vehicles, indicating it runs at least one proprietary pooled fund alongside client-facing advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives