# Peakequity Partners Management Co., L.L.C.

> Peakequity Partners Management Co., L.L.C. is an SEC-registered investment advisory firm in Villanova, PA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 281131
- Filed as: PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Villanova, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281131
- AdvisorCensus page: https://advisorcensus.com/firm/peakequity-partners-management-co-l-l-c-villanova-pa-281131

## Quick answers

**How is Peakequity Partners Management Co., L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Peakequity Partners Management Co., L.L.C. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Peakequity Partners Management Co., L.L.C. located?**
Peakequity Partners Management Co., L.L.C.'s principal office is in Villanova, PA, according to its Form ADV.

**Is Peakequity Partners Management Co., L.L.C. registered with the SEC or a state?**
Peakequity Partners Management Co., L.L.C. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281131.

**How much does Peakequity Partners Management Co., L.L.C. manage?**
Peakequity Partners Management Co., L.L.C. reports $485,479,513 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Peakequity Partners Management Co., L.L.C.'s assets and staff changed since 2021?**
In the Form ADV data for Peakequity Partners Management Co., L.L.C.: Regulatory assets under management: $222,694,265 in the October 2021 data and $485,479,513 in the October 2026 data, up 118%. Total employees: 10 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Peakequity Partners Management Co., L.L.C. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Peakequity Partners Management Co., L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281131

**Does Peakequity Partners Management Co., L.L.C. state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "PeakEquity Partners generally requires a minimum account of $1,000,000 or more to invest in its funds. Each general partner of the funds, in its sole discretion, can make and has made exceptions to the required minimum."

**What changed in Peakequity Partners Management Co., L.L.C.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $309,214,656 to $485,479,513 (+57%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> PeakEquity Partners generally requires a minimum account of $1,000,000 or more to invest in its funds. Each general partner of the funds, in its sole discretion, can make and has made exceptions to the required minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $485,479,513
- Discretionary: $485,479,513
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $485,479,513 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [peakequity.com](https://peakequity.com)
- LinkedIn @PEAKEQUITYPARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $222,694,265 | 10 | May 11, 2021 |
| October 2022 | $327,566,635 | 10 | March 31, 2022 |
| October 2023 | $186,426,593 | 7 | June 26, 2023 |
| October 2024 | $353,270,247 | 4 | September 27, 2024 |
| October 2025 | $309,214,656 | 4 | March 31, 2025 |
| October 2026 | $485,479,513 | 3 | March 31, 2026 |

Regulatory assets under management: $222,694,265 in the October 2021 data and $485,479,513 in the October 2026 data, up 118%.
Total employees: 10 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $309,214,656 to $485,479,513 (+57%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peakequity Partners Management Co., L.L.C. (CRD 281131): Form ADV filing data as of October 2026.