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Peloton Capital Management

● SEC registered since 1986CRD 109775SEC# 801-27200Indianapolis, IN
Export (members)
Ranks #4,667 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$282M
Fund GAV
$4.6M
Private funds
1
Employees
4
Accounts
319
Location
Indianapolis, IN

Peloton Capital Management assets under management

Peloton Capital Management is a registered investment adviser overseen by the SEC based in Indianapolis, IN. The firm has been registered since 1986. It reports $282 million in regulatory assets under management and employs 4 people. Peloton Capital Management manages 1 private fund with combined gross assets of $4.6 million, including Peloton Tactical Equity Fund, LP. By regulatory assets, it ranks 4,667 of 6,004 private fund managers.

Peloton Capital Management private funds

1 funds · $4.6M GAV
FundTypeGross assetsMin.
Peloton Tactical Equity Fund, LPHedge$4.6M$100K

Peloton Capital Management owners & executives

3 reported
NameTitleOwnershipSince
David Wynne Morrison ControlPartner, Secretary, Client Advisor10-25%2019
Matthew Kamp Bradley ControlManaging Partner, President, Chief Investement Officer, Chief Compliance Officer50-75%1998
Stephen Paul Carr ControlPartner, Treasurer, Director Of Research10-25%2009

Frequently asked questions

How much does Peloton Capital Management manage?

Peloton Capital Management reports $282 million in regulatory assets under management on its Form ADV.

How many private funds does Peloton Capital Management manage?

Peloton Capital Management manages 1 private funds with combined gross assets of $4.6 million.

How many employees does Peloton Capital Management have?

Peloton Capital Management reports 4 employees.

Where is Peloton Capital Management located?

Peloton Capital Management is based in Indianapolis, IN and has been SEC-registered since 1986.

Does Peloton Capital Management disclose fund performance?

Peloton Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8500 Keystone Crossing, Suite 450, Indianapolis, IN 46240
Phone317-559-1700
Fax317-324-0119
Office hours8a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
CIK1080132
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$282M▲ 1%
Mar '25 — $279.9MApr '25 — $279.9MMay '25 — $279.9MJun '25 — $279.9MJul '25 — $279.9MAug '25 — $279.9MSep '25 — $279.9MOct '25 — $279.9MNov '25 — $279.9MDec '25 — $279.9MJan '26 — $279.9MFeb '26 — $279.9MMar '26 — $282MApr '26 — $282MMay '26 — $282MJun '26 — $282M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
AUM vs fund managersTop 78%
Larger than 22% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$282Mregulatory AUM
Discretionary $282M

Service providers