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Peak Equity Partners Management Co LP (Radnor)


Peak Equity Partners Management Co LP is a related adviser based in Radnor. It manages $25.39 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Pennsylvania.

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Peak Equity Partners Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Peak Equity Partners Management: assets under management

The assets under management (AUM) of Peak Equity Partners Management Co LP is $25.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.39 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Peak Equity Partners Management Co LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Radnor

The principal office where Peak Equity Partners Management Co LP performs its advisory services is located at 555 E Lancaster Ave, Ste 500, Radnor, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-526-2714 or by fax 610-526-2701. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at peakequity.com/.


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