Investment adviser · CRD 301543
PELOTON EQUITY LLC
Investment adviser filing (IA)
GREENWICH, CT, United States · Form ADV filed May 14, 2026
- Regulatory AUM
- $410M Form ADV · Item 5.F
- Client accounts
- 7 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 7 | $409,502,772 | 100.0% |
Filing source
Form ADV 2105720 · May 14, 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
13 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PELOTON EQUITY II, L.P.Private Equity Fund · Last reported May 14, 2026$207MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
GRANT THORNTON LLP
PCAOB 248
INVICTA CAPITAL LLC
CRD 288101 · SEC 8-69923
PTP SECURITIES, LLC
CRD 136832 · SEC 8-67059
Fund details & source
- Fund ID
- 805-4079237574
- Reported beneficial owners
- 67
- Minimum commitment
- $5M
- Form D file number
- 021-307448
Form ADV 2105720 · May 14, 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.
PELOTON CLEARSKY, LLCPrivate Equity Fund · Last reported May 14, 2026$68.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
Fund details & source
- Fund ID
- 805-3468530946
- Reported beneficial owners
- 15
- Minimum commitment
- $300K
Form ADV 2105720 · May 14, 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.
PELOTON AEROSAFE, LLCPrivate Equity Fund · Last reported May 14, 2026$59.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
Fund details & source
- Fund ID
- 805-3172171922
- Reported beneficial owners
- 4
- Minimum commitment
- $100K
Form ADV 2105720 · May 14, 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.
PELOTON HPONE, LLCPrivate Equity Fund · Last reported May 14, 2026$36.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
Fund details & source
- Fund ID
- 805-9047643814
- Reported beneficial owners
- 4
- Minimum commitment
- $1M
Form ADV 2105720 · May 14, 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.
PELOTON EQUITY I, L.P.Private Equity Fund · Last reported May 14, 2026$31.9MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
Fund details & source
- Fund ID
- 805-3724199244
- Reported beneficial owners
- 24
- Minimum commitment
- $5M
- Form D file number
- 021-223439
Form ADV 2105720 · May 14, 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.
PELOTON GRENOVA, LLCPrivate Equity Fund · Last reported May 14, 2026$5.72MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
Fund details & source
- Fund ID
- 805-9905806724
- Reported beneficial owners
- 3
- Minimum commitment
- $1M
Form ADV 2105720 · May 14, 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.
PELOTON JOURNEY HEALTH, LLCPrivate Equity Fund · Last reported May 14, 2026$3.78KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
Fund details & source
- Fund ID
- 805-2698030536
- Reported beneficial owners
- 6
- Minimum commitment
- $100K
Form ADV 2105720 · May 14, 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: May 14, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
66 FIELD POINT ROAD, SECOND FLOORGREENWICH, CT, 06830, United States
CRD 301543
Filing source
Form ADV 2105720 · May 14, 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.