Investment adviser · CRD 109775

PELOTON CAPITAL MANAGEMENT

Investment adviser filing (IA)

INDIANAPOLIS, IN, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$282M
Form ADV · Item 5.F
Client accounts
319
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals138$278,745,45198.8%
CharitiesFewer than 5$3,252,1541.2%
Filing source

Form ADV 2086454 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PELOTON TACTICAL EQUITY FUND, LPHedge Fund · Last reported Mar 31, 2026$4.57MGross asset value
Fund administrator AFFINITY FUND SERVICES LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY & COMPANY ENGLEWOOD, Colorado, United States
Prime broker INTERACTIVE BROKERS CORP. GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY & COMPANY
PCAOB 673

INTERACTIVE BROKERS CORP.
CRD 117942 · SEC 8-53615

Fund details & source
Fund ID
805-7439227261
Reported beneficial owners
16
Minimum commitment
$100K

Form ADV 2086454 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

8500 KEYSTONE CROSSING, SUITE 450
INDIANAPOLIS, IN, 46240, United States

CRD 109775

Filing source

Form ADV 2086454 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.