There is insufficient data to calculate a profile for PELOTON WEALTH STRATEGISTS. Symmetric profiles are based upon 13-F filings, which all hedge funds with over a 100MM in AUM are required to disclose with the SEC. As part of the filing, funds are required to disclose equity long positions in their portfolio. The absense of any long equity positions or insignificant AUM may be a few reasons for the lack of data on this fund.
PELOTON WEALTH Overview
Peloton Wealth Strategists is an investment advisor that manages 189 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.
The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.
PELOTON WEALTH StockAlpha
| Top 25% |
0yr StockAlpha
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Fundamental & Technical Factor Exposure
PELOTON WEALTH Since Last Filing Return Details
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FEATURED IN
PELOTON WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Matthew K. Bradley | Managing Partner, Chief Investement Officer, Chief Compliance Officer/Partner | June-1998 |
| Kenneth W. Kaczmarek | Partner, Chief Economic Officer/Partner | January-2003 |
| Stephen P. Carr | Director Of Research | December-2009 |
PELOTON WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
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PELOTON WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Peloton develops and implements investment strategies customized to meet the unique needs of each individual client. Overall and account-level asset allocation targets are determined based on cash flow needs and risk tolerances. Peloton utilizes individual equities, ADRs of foreign companies, municipal, corporate, and agency bonds, money market funds, exchange-traded funds, and mutual funds to achieve the appropriate asset allocation and diversification for each portfolio.
Investing in securities involves risk of loss that clients should be prepared to bear. Peloton attempts to mitigate investment risks through fundamental securities analysis, macroeconomic analysis, continuous monitoring of individual securities, and frequent reviews of individual client portfolios (see Item 13 for additional information on review processes and procedures).
Exchange-traded funds (“ETFs”) a...
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Peloton develops and implements investment strategies customized to meet the unique needs of each individual client. Overall and account-level asset allocation targets are determined based on cash flow needs and risk tolerances. Peloton utilizes individual equities, ADRs of foreign companies, municipal, corporate, and agency bonds, money market funds, exchange-traded funds, and mutual funds to achieve the appropriate asset allocation and diversification for each portfolio.
Investing in securities involves risk of loss that clients should be prepared to bear. Peloton attempts to mitigate investment risks through fundamental securities analysis, macroeconomic analysis, continuous monitoring of individual securities, and frequent reviews of individual client portfolios (see Item 13 for additional information on review processes and procedures).
Exchange-traded funds (“ETFs”) a...
Unlock Full Investment Process Description
PELOTON WEALTH Portfolio Concentration
PELOTON WEALTH Location
PELOTON WEALTH Contact Information
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