Peloton Capital Management
- Regulatory AUM
- $282M
- Discretionary
- $282M
- Clients
- 138
- Avg AUM / client
- $2.0M
- Accounts
- 319
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 86 positions, $247,243)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc Cap Stk Cl A | Stock | $11,353 | 39,480 | 4.59% | 0.0% |
| 2 | Ishares Ibonds Dec 2028 Term Corporate Etf | ETF | $10,111 | 399,188 | 4.09% | 0.0% |
| 3 | Ishares Ibonds Dec 2029 Term Corporate Etf | ETF | $9,156 | 393,645 | 3.7% | 0.0% |
| 4 | Ishares Ibonds Dec 2027 Term Corporate Etf | ETF | $8,528 | 351,820 | 3.45% | 0.0% |
| 5 | Ishares Ibonds Dec 2030 Term Corporate Etf | ETF | $8,201 | 374,650 | 3.32% | 0.0% |
| 6 | Amazon Com Inc Com | Stock | $8,065 | 38,725 | 3.26% | 0.0% |
| 7 | Mastercard Incorporated Cl A | Stock | $7,267 | 14,544 | 2.94% | 0.0% |
| 8 | Ishares Ibonds Dec 2026 Term Corporate Etf | ETF | $7,251 | 299,140 | 2.93% | 0.0% |
| 9 | Ishares Ibonds Dec 2031 Term Corporate Etf | ETF | $6,433 | 307,350 | 2.6% | 0.0% |
| 10 | Jpmorgan Chase & Co Com | Stock | $6,349 | 21,585 | 2.57% | 0.0% |
| 11 | Rtx Corporation Com | Stock | $6,158 | 31,925 | 2.49% | 0.0% |
| 12 | Cummins Inc Com | Stock | $5,723 | 10,638 | 2.31% | 0.0% |
| 13 | Microsoft Corp Com | Stock | $5,416 | 14,630 | 2.19% | 0.0% |
| 14 | Vertiv Holdings Co Com Cl A | Stock | $5,300 | 21,150 | 2.14% | 0.0% |
| 15 | Freeport Mcmoran Inc Cl B | Stock | $5,231 | 89,000 | 2.12% | 0.0% |
| 16 | Thermo Fisher Scientific Inc Com | Stock | $4,503 | 9,161 | 1.82% | 0.0% |
| 17 | Bank America Corp 7.25 Cnv Pfd L | Convertible Preferred | $4,343 | 3,645 | 1.76% | 0.0% |
| 18 | Goldman Sachs Group Inc Com | Stock | $4,137 | 4,890 | 1.67% | 0.0% |
| 19 | Emerson Elec Co Com | Stock | $4,092 | 31,235 | 1.66% | 0.0% |
| 20 | Vertex Pharmaceuticals Inc Com | Stock | $4,081 | 9,140 | 1.65% | 0.0% |
| 21 | Amgen Inc Com | Stock | $3,997 | 11,360 | 1.62% | 0.0% |
| 22 | Ishares S&P 100 Etf | ETF | $3,936 | 12,376 | 1.59% | 0.0% |
| 23 | Uber Technologies Inc Com | Stock | $3,523 | 48,985 | 1.42% | 0.0% |
| 24 | Kimberly Clark Corp Com | Stock | $3,513 | 36,420 | 1.42% | 0.0% |
| 25 | Cisco Sys Inc Com | Stock | $3,443 | 44,375 | 1.39% | 0.0% |
Top 25 of 86 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 138 | $279M | 98.8% |
| Charitable organizations | Fewer than 5 clients | $3.3M | 1.15% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Peloton Tactical Equity Fund, Lp | Hedge Fund | Delaware | $2.5M | 9 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Kamp Bradley | Managing Partner, President, Chief Investement Officer, Chief Compliance Officer | Jun 1998 (28y) | 50% – 75% | |
| Stephen Paul Carr | Partner, Treasurer, Director Of Research | Dec 2009 (17y) | 10% – 25% | |
| David Wynne Morrison | Partner, Secretary, Client Advisor | Apr 2019 (7y) | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $2.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Peloton Tactical Equity Fund, Lp | Hedge Fund | $2.5M | $100K | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗