Peakequity Partners Management Co Lp
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Overview
Peakequity Partners Management Co Lp operates as an advisory firm headquartered in Villanova, Pennsylvania. The firm controls $186.4 million in total assets over four customer accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). Peakequity Partners Management Co Lp has a small group, including 5 financial advisors. Peakequity Partners Management Co Lp does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial assets like bonds, stocks and options.
Peakequity Partners Management Co Lp oversees all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction decisions for the client's account without requiring client permission. The firm's average account size is $46.6 million. The typical financial advisor at Peakequity Partners Management Co Lp administers fewer than one client account, making it one of the most individualized firms in the country.
The firm's central office is located at 797 E Lancaster Ave, Ste 200, Villanova, Pennsylvania 19085. The firm is legally registered to serve customers in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Peakequity Partners Management Co Lp by the Numbers
$186.4 million
7
4
$46.6 million
Fee Structure
A financial advisor's fees usually depend on which services the firm provides the client. However, fees billed by the company can consist of some combination of the following fee structures: asset-based or performance-based. Peakequity Partners Management Co Lp does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Peakequity Partners Management Co Lp works with pooled investment vehicles. Out of its four clients, Peakequity Partners Management Co Lp's biggest client type by number of accounts is pooled investment vehicles. None of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Peakequity Partners Management Co Lp does not have any disclosures.
Please visit its Form ADV for more details.
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