Peloton Capital Management
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 109775
- Registered since
- June 12, 1986
- Website
- pelotonwealth.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.85%
- Charitable Organizations1.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Peloton Capital Management is an independent, privately owned registered investment adviser that has been SEC-registered since 1986. The firm serves individual and family clients and offers a mix of advisory engagement models, charging a percentage of assets under management as well as hourly and fixed fees. Core services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the publication of periodicals or newsletters. Peloton identifies equities as its preferred asset class and does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities87%
- Investment Grade Corp Bonds7%
- State & Local Bonds2%
- Private Funds2%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$75.4M in ETFs
100%
$75.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT) | BlackRock | Passive | Target Maturity | $10.5M | 419,188 | 13.88% |
Location
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 8500 Keystone Xing
- Time zone
- ET (UTC-5)
- Office locations
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