# Peloton Equity: portfolio, investments and team

> Peloton Equity is a private equity based in United States. 4 investments on record, latest Aug 2023. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/peloton-equity (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Peloton Equity

Last cheque observed Aug 2023. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

Quiet New fund $152M, Feb 2021 Private equity

Seed Series A Series B Healthcare Connected-health Healthtech

Cheques on record

**0%** of best year **0** **cheques in 12 months**, 4 on record

Since the last cheque **1154** days **00** hrs **00** min **00** sec

Median round **$32M** Rounds led **0 of 4**

Pitch Peloton Equity

## Peloton Equity highlights

- 01 4 rounds on record
- 02 Mostly Growth: 100% of its rounds

## What they do

> Filed 2 private fund offerings with the SEC, the most recent in 2016-03 From their own website

- **Type:** Private equity (from a list, unverified)
- **Cheque size:** Not stated
- **Stages:** Seed Series A Series B
- **Sectors:** Healthcare Connected-health Healthtech
- **Based in:** United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **4 appearances**

- **2023** 1 round
- **Aug** **[AeroSafe Global](https://millionrounds.com/company/aerosafe-global)** Growth · US · Firms' own news pages **$43M** With 6 others
- **2019** 1 round
- **Jul** **[AeroSafe Global](https://millionrounds.com/company/aerosafe-global)** US · FinSMEs **$32M** With 2 others
- **2016** 1 round
- **Aug** **[ID Experts](https://millionrounds.com/company/id-experts)** US · FinSMEs **$28M** With 2 others
- **2015** 1 round
- **Apr** **[Arcadia Solutions](https://millionrounds.com/company/arcadia-solutions)** Growth · US **$13M** With 1 other

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **6 named**

CA **Carlos Antonio Ferrer** Executive Officer of the GP. i Filing they signed

JB **Justin B. Yang** Executive Officer of the GP. i Filing they signed

MA **Micah Anthony Taylor** Chief Compliance Officer i Form ADV

MB **Michael B. O'Rourke** Executive Officer of the GP. i Filing they signed

NL **Nicole Lourine Sansone** Executive Officer of the GP. i Filing they signed

TB **Theodore Brewster Lundberg** Executive Officer of the GP. i Filing they signed

We also hold **11** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$410M** assets it manages Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** Peloton Equity LLC
- **SEC number:** CRD 301543

Funds on its Form ADV

**9** private funds, **$437M** in gross assets · filed May 2024

- Peloton Equity II, L.P. *Private equity* 67 investors $164M
- Peloton Equity I, L.P. *Private equity* 24 investors $74M
- Peloton Arcadia, LLC *Private equity* 3 investors $47M
- Peloton Clearsky, LLC *Private equity* 15 investors $44M
- Peloton Hpone, LLC *Private equity* 4 investors $39M
- Peloton Aerosafe, LLC *Private equity* 4 investors $30M
- Peloton Journey Health, LLC *Private equity* 6 investors $23M
- Peloton Grenova, LLC *Private equity* 3 investors $12M
- Peloton ID Experts, LLC *Private equity* 4 investors $2.3M

## What they claim to have backed

From their own portfolio page (on their website)

**0** of 21 we have independently watched raise

ACTIVE Supplier of Active AeroSafe Global Provider of analytics Provider of software Realized - Realized - Realized - Realized - Realized - Realized - Private Equity Realized - Private Equity Realized - Private Equity Realized - Strategic Realized - Strategic Realized - Strategic Realized - Strategic Tech-enabled digital marketing U.S. provider of U.S. provider of Vista Credit Partners

Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.

New fund on file

**$152M**

raised in Feb 2021

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

## The cheque

Seed Series A Series B

Median round joined **$32M** the round, not its cheque

Led 0 of 4 rounds **0%**

- **Sole investor:** Never alone
- **Last cheque:** Aug 2023

Rounds by stage said on their site

- Growth *2*
- Seed said *-*
- Series A said *-*
- Series B said *-*

Cheques by year Led Joined

2015 2023

Often in the room with

- [Flexstone Partners](https://millionrounds.com/fund/flexstone-partners) 2
- [Hamilton Lane](https://millionrounds.com/fund/hamilton-lane) 2

**Pitching Peloton Equity?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque.

Add to your CRM *→*

## Who they invest alongside

The investors most often in the same rounds as Peloton Equity. A count of rooms they were both in, not a relationship either has claimed.

[**Flexstone Partners** Private equity **2** rounds together](https://millionrounds.com/fund/flexstone-partners)[**Hamilton Lane** Asset manager **2** rounds together](https://millionrounds.com/fund/hamilton-lane)

## Recently backed

The latest companies Peloton Equity put money into.

[**AeroSafe Global** $43M · Aug 2023](https://millionrounds.com/company/aerosafe-global)

## Quick answers about Peloton Equity

### What does Peloton Equity invest in?

Peloton Equity invests most often at Growth (100% of the rounds on record), in sectors such as Healthcare, Connected-health and Healthtech.

### How active is Peloton Equity?

4 investments on record, 0 of them in the last 12 months. The most recent was in Aug 2023.

### What has Peloton Equity invested in recently?

Its most recent investments on record: AeroSafe Global (Growth, Aug 2023) and ID Experts (Undisclosed round, Aug 2016).

### How big are Peloton Equity's cheques?

The median round it joins is $32M.

### Is Peloton Equity investing now?

No investments in the last 12 months; the latest was in Aug 2023.

### Who does Peloton Equity invest alongside?

Most often Flexstone Partners (2 rounds together) and Hamilton Lane (2 rounds together).

### What kind of investor is Peloton Equity?

Peloton Equity is a private equity firm based in United States.

### How much does Peloton Equity manage?

About $410M, as regulatory assets under management (Oct 2026).

## Raising now?

Find the investors who back rounds like yours, and keep every conversation on one fundraising board.

Find similar investorsOpen your CRM

Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=peloton-equity) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=peloton-equity)
