Peloton Wealth Strategists is a fund manager in Indianapolis with $304.27 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Elliott & Associates
SEC CIK
IRS number
351682166
SEC advisor number
801-27200
FINRA CRD number
109775
AUM ?
$245.98 mm
(as of 30 Mar 23)
Accounts
374
(as of 30 Mar 23)
Employees
4
(3 investment advisory or research)
Address
Peloton Wealth Strategists
8500 KEYSTONE CROSSING
STE 450
INDIANAPOLIS
IN 46240
8500 KEYSTONE CROSSING
STE 450
INDIANAPOLIS
IN 46240
Phone
3175591700
Ownership
| Fund structure | AUM | Fund type |
|---|---|---|
| Peloton Wealth Strategists, Inc. | $304.27 mm | |
| Peloton Tactical Equity Fund, LP | $2.50 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Aug 24
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22