Peakequity Partners Management Co LP (Radnor)

Name: Peakequity Partners Management Co LP
Address: 555 E Lancaster Ave, Ste 500, Radnor, PA, 19087
Telephone: 610-230-0580

Peakequity Partners Management Co LP is a large advisory firm based in Radnor. It manages $149.13 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Pennsylvania.

Peakequity Partners Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Peakequity Partners Management: assets under management

The assets under management (AUM) of Peakequity Partners Management Co LP is $149.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 476% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $149.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $149.13 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Peakequity Partners Management Co LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Peakequity Partners Management serves?

The only and largest group of clients of Peakequity Partners Management is pooled investment vehicles with 1 clients and $149.13 million of assets under management. Among the 8 most similar advisory firms, Peakequity Partners Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $149.13 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Peakequity Partners Management also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Peakequity Partners Management Co LP

The company employs 10 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Clarence Case	Managing partner	1 Dec 2014	25% - 50%	1431149
Paul Theodore Winn	Managing partner	1 Dec 2014	25% - 50%	6539846
Eric Christian Andersen	Partner	1 Dec 2014	Other	6024921
John Peter Lloyd	Cfo & cco	1 Dec 2015	Other	2868785

Based in Radnor

The principal office where Peakequity Partners Management Co LP performs its advisory services is located at 555 E Lancaster Ave, Ste 500, Radnor, PA 19087, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-230-0580 or by fax 610-526-2701. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at peakequity.com/.