INDIANAPOLIS, INCRD 109775Latest ADV March 31, 2026
Peloton Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 31, 2026, reports $282M in regulatory assets under management, 4 employees, and 319 accounts.
Assets Under Management
$282M
Employees
4
Offices
--
Total Clients
138
Primary office
INDIANAPOLIS, IN
8500 KEYSTONE CROSSING, SUITE 450, INDIANAPOLIS, IN, United States
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
138
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$282Mas of March 31, 2026
Discretionary100.0%
$282M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$282M
Total Accounts319
10Y AUM Change+$103M (+57.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee35:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.