The PELOTON WEALTH STRATEGISTS, INC. is a privately held investment adviser that advises $286.57mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. PELOTON WEALTH STRATEGISTS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 9.98% over the last 5-years.
The Group has been registered with the SEC for 40.16 years and is comprised of 1 filing and 1 relying advisers. They operate out of 1 office location with their Headquarters at 8500 KEYSTONE CROSSING SUITE 450, INDIANAPOLIS, INDIANA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 3 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $286.57mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $278.75mn or 97.27% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $4.57mn or 1.59% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
PELOTON WEALTH STRATEGISTS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.