# Peakline Partners, LLC

> Peakline Partners, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 7, 2026.

- CRD: 306449
- Filed as: PEAKLINE PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306449
- AdvisorCensus page: https://advisorcensus.com/firm/peakline-partners-llc-chicago-il-306449

## Quick answers

**How is Peakline Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Peakline Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Peakline Partners, LLC located?**
Peakline Partners, LLC's principal office is in Chicago, IL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Peakline Partners, LLC registered with the SEC or a state?**
Peakline Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306449.

**How much does Peakline Partners, LLC manage?**
Peakline Partners, LLC reports $2,805,468,495 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (100% discretionary).

**How have Peakline Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Peakline Partners, LLC: Regulatory assets under management: $173,476,648 in the October 2021 data and $2,805,468,495 in the October 2026 data, up 1517%. Total employees: 16 in October 2021 and 45 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Peakline Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (57).

**Does Peakline Partners, LLC 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/306449

**What changed in Peakline Partners, LLC's recent Form ADV filings?**
In the February 2026 filing data: 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

### Regulatory assets under management (Item 5.F)
- Total: $2,805,468,495
- Discretionary: $2,805,468,495
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 57 | $2,805,468,495 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 45 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Chicago, IL

### Websites listed on Form ADV (Item 1.I)
- peakline.com
- LinkedIn @peakline-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $173,476,648 | 16 | March 24, 2021 |
| October 2022 | $2,394,650,682 | 16 | July 13, 2022 |
| October 2023 | $4,009,868,629 | 48 | July 17, 2023 |
| October 2024 | $5,814,672,629 | 42 | September 26, 2024 |
| October 2025 | $2,507,242,269 | 45 | May 27, 2025 |
| October 2026 | $2,805,468,495 | 45 | August 7, 2026 |

Regulatory assets under management: $173,476,648 in the October 2021 data and $2,805,468,495 in the October 2026 data, up 1517%.
Total employees: 16 in October 2021 and 45 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peakline Partners, LLC (CRD 306449): Form ADV filing data as of October 2026.