Avy Howard Stein
Co-Founder, Co-ChairmanPeakline Partners, LLCCRD 1462029
About Avy Howard Stein
Avy Howard Stein is listed as Co-Founder, Co-Chairman at Peakline Partners, LLC in Chicago, IL. Form ADV reports a beneficial ownership band of Under 5%. Avy Howard Stein is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Peakline Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Avy Howard Stein work?
Avy Howard Stein is listed as Co-Founder, Co-Chairman at Peakline Partners, LLC on SEC Form ADV.
How much of Peakline Partners, LLC does Avy Howard Stein own?
Form ADV reports a beneficial ownership band of Under 5%.
Peakline Partners, LLC
| Title | Co-Founder, Co-Chairman |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Monticello Associates, LLC
| Title | Member, Board Of Directors Ccm |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Cresset Asset Management, LLC
| Title | Member, Board Of Directors Ccm |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |