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Peloton Equity LLC
SEC-regulated
Registered investment advisor
Peloton Equity LLC, established in 2014, is a private equity firm specializing in providing growth capital to innovative healthcare companies. With a focus on the healthcare sector, Peloton has invested in 11 healthcare companies since its inception. The firm primarily caters to institutional investors, including corporate pension plans, fund of funds, family offices, and individual investors. Peloton's investment strategy involves long-term investments in US-based healthcare companies with significant growth potential. The firm's investment team, with over 75 years of combined healthcare industry experience, employs various methods of analysis to identify and evaluate investment opportunities, including industry reports, independent research, and a network of healthcare professionals.
Peloton charges a management fee based on committed capital and may receive performance fees from certain investments. The firm provides detailed client account reviews and reports to investors, ensuring transparency and accountability. Peloton has not been involved in any legal or disciplinary events, maintaining a high standard of ethical conduct. The firm exercises investment discretion in managing clients' capital and retains custody of fund assets. Additionally, Peloton has proxy voting authority and operates a policy of voting in the best interests of clients. As of December 31, 2024, Peloton had approximately $495 million in regulatory assets under management. For more detailed information, prospective clients are encouraged to review the full brochure available on the SEC's Investment Adviser Public Disclosure website.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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