PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.

797 E Lancaster Ave, Ste 200
Villanova, Pennsylvania 19085
Tel: 484-253-0001

About PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.

PEAKEQUITY PARTNERS MANAGEMENT CO, LLC, formally registered with the SEC as PEAKEQUITY PARTNERS MANAGEMENT CO, LLC. The firm was established in 08/21/2015. They have over 1 offices throughout the country.

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. is a Villanova, Pennsylvania based Financial Planning firm with nearly $353,270,247 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281131
SEC#	801-106555
Assets Managed by Firm	$353,270,247
No. of Clients	4
No. of Advisors	4

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	4	$353,270,247

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