← Directory
PELOTON CAPITAL MANAGEMENT
CRD 109775File 801-27200
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$282.0M
Below cohort median (national)
Discretionary AUM
$282.0M
Clients
138
319 accounts
Employees
4
Below cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 12, 1986
- Principal office
- 8500 KEYSTONE CROSSING, SUITE 450, INDIANAPOLIS, IN, 46240
- Phone
- 317-559-1700
- Website
- HTTP://WWW.PELOTONASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $282.0M
- Discretionary AUM
- $282.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 319
- Non-discretionary accounts
- 0
- Total accounts
- 319
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.3M |
| High net worth individuals | 138 | $278.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2026 | Clients | 141 | 138 | decreased by3 |
| Apr 1, 2026 | AUM | $279,858,267 | $281,997,605 | increased by$2,139,338 |
| Apr 1, 2026 | Accounts | 352 | 319 | decreased by33 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 140 | 141 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $304,271,196 | $279,858,267 | decreased by$24,412,929 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 324 | 352 | increased by28 |
| Apr 1, 2022 | Clients | 116 | 140 | increased by24 |
| Apr 1, 2022 | AUM | $260,563,179 | $304,271,196 | increased by$43,708,017 |
| Apr 1, 2022 | Accounts | 307 | 324 | increased by17 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PELOTON CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PELOTON CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.