9AT: PELOTON CAPITAL MANAGEMENT

other names

Adviser Profile

As of Date	03/31/2025
Adviser Type - Large advisory firm
Number of Employees	5 25.00%
of those in investment advisory functions	3
Registration	SEC, Approved, 06/12/1986

AUM^*	279,858,267 13.77%
of that, discretionary	279,858,267 13.77%
Private Fund GAV^*	4,568,959 82.76%
Avg Account Size	795,052 20.88%
% High Net Worth	97.24% -2.76%
SMA’s	Yes
Private Funds	1
Contact Info	317 xxxxxxx
Websites

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Fund Type	Count	GAV
Fund TypeHedge Fund	Count1	GAV$4,568,959

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser RVX ASSET MANAGEMENT LLC	Hedge Fund3.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.6m	AUM100.1m	#Funds3
Adviser MENDON CAPITAL ADVISORS CORP	Hedge Fund12.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV12.4m	AUM199.4m	#Funds3
Adviser ISOMER PARTNERS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM270.0m	#Funds-
Adviser REGENCY CAPITAL MANAGEMENT INC.	Hedge Fund2.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.1m	AUM303.8m	#Funds1
Adviser LANX MANAGEMENT, LLC	Hedge Fund170.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV170.8m	AUM181.0m	#Funds5
Adviser RIVERMONT CAPITAL MANAGEMENT LP	Hedge Fund413.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV413.5m	AUM413.5m	#Funds4
Adviser 1623 CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM202.2m	#Funds-
Adviser JCP INVESTMENT MANAGEMENT, LLC	Hedge Fund125.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV125.5m	AUM252.6m	#Funds2
Adviser MENLO ADVISORS LLC	Hedge Fund9.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV9.1m	AUM318.4m	#Funds1
Adviser KAILASA CAPITAL MANAGEMENT LLC	Hedge Fund3.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.6m	AUM276.1m	#Funds1

Brochure Summary

Overview

Peloton Capital Management provides fully discretionary capital management services.
Pelotonwasincorporatedin1984asElliott&Associatesandhasoperatedcontinuouslyas aRegisteredInvestmentAdvisorsinceitsfounding.
Pelotonoperateswithtwodistinctbutrelatedbusinesssegments:InvestmentManagement and Private Client Group. The managed strategies provided to Investment Management clients may be utilized separately or in conjunction with other strategies within Private ClientGroupportfolios.Peloton’sprimaryInvestmentStrategiesareSmall-CapGrowth,Mid- CapGrowth,Large-CapGrowth,andEquity-Income.SomeInvestmentManagementstrategies utilize exchange-traded funds (ETFs) and predictive-momentum factor-based trading.
Smaller accounts are generally best suited for Peloton’s managed strategies. Small-Cap GrowthandMid-CapGrowthareresearch-basedportfoliosofequitysecuritiesfocusedon long-termcapitalappreciation.Large-CapGrowthfocusesoncompanieswithverystrong balancesheets,valuableglobalbrandsanddominantmarketpositions.Equity-Incomeseeks togeneratecapitalappreciationaswellascurrentincomefromdividends.Theoverallyield onEquity-IncomeportfoliosexceedsthatoftheS&P500.Eachmanagedstrategylimitsthe numberofsecuritiesto18-25positionsineachportfolio.Anyofthesestrategiesmaybe suitableforaccountslargerthan$100,000focusedonequityexposureonly.Inadditionto thesestrategies,PelotonalsomanagesaccountsonafullycustomizedbasiswithinPrivate Client

Group. Custom-managed accounts may consist of individual stocks, bonds, and/or ETFs.ThecompositionofeachPrivateClientGroupportfolioisbasedontheobjectives,risk tolerance, liquidity needs, and tax situation of each unique client. Custom-managed portfoliosarebestsuitedforlargeraccounts,clientsforwhomPelotonmanagesmostorall of their investment accounts, and individuals/households nearing or in retirement who supplementincomewithcashflowfrominvestments.
Peloton is owned and operated by Matthew K. Bradley, President and Managing Partner, StephenP.Carr,TreasurerandPartner,andDavidW.Morrison,SecretaryandPartner.
Pelotonisafee-onlyRIA.Feesfordiscretionarymanagementservicesareassessedbasedon thevalueofassetsundermanagement(AUM).Inadditiontoformallymanagedaccounts, consideredAUM,Pelotonalsoprovidesadvicetoclientsregarding"unmanaged"assets,for whichnoadditionalfeesarecharged.Pelotonalsoprovidesfinancialplanningadviceviaour Roadmapserviceofferingforaflatfee.

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PELOTON CAPITAL MANAGEMENT

Adviser Profile

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Overview