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 provides financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and produces periodic publications. Compensation is flexible and includes a percentage-of-AUM fee model as well as hourly and fixed-fee arrangements. Peloton functions as a sponsor/GP and managing member of pooled investment vehicles, indicating involvement in forming and operating private funds in addition to its advisory practice. The firm does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.
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
1 of 1MATTHEW BRADLEY
Managing Partner and Chief Investment OfficerCRD 4641232
Contacts
2 of 2DAVID MORRISON
Partner, Private Client AdvisorCRD 2546432
STEPHEN CARR
Partner, Investment CommitteeCRD 2784322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$66.4M in ETFs
100%
$66.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT) | BlackRock | Passive | Target Maturity | $10.1M | 399,188 | 15.24% |
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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