PELOTON EQUITY LLC

66 Field Point Road
Second Floor
Greenwich, Connecticut 06830
Tel: 203-532-8011

About PELOTON EQUITY LLC

PELOTON EQUITY LLC, formally registered with the SEC as PELOTON EQUITY LLC. The firm was established in 08/08/2019. They have over 1 offices throughout the country.

PELOTON EQUITY LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $436,669,318 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301543
SEC#	801-117139
Assets Managed by Firm	$436,669,318
No. of Clients	9
No. of Advisors	7

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$436,669,318

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