$275 AUM | $2 Rev in
Established in 1987, Peloton Capital Management is a fundamental, researched-based RIA with $275M AUM. Over 95% of managed money is owned by private clients and retail investors, to whom we also offer financial planning. In addition to the RIA, Peloton Capital Partners, LLC is our general partnership for the Peloton Tactical Equity Fund, LP, a private placement operating under a 3c1 exemption.
We believe that owning a core portfolio of stocks offers distinct advantages to taxable investors, and that the unique needs and preferences of those clients should drive portfolio structure.