AdFi
PP

Peakequity Partners Management Co., L.L.C.

SEC Registered

SOFTWARE INVESTORS HELPING TO BUILD MARKET LEADERS

Villanova, PAhttps://peakequity.com484-253-0001
Assets Under Management
$100M–$500M
Employees
3
Office Locations
1 office
Total Accounts
3

About the firm

PeakEquity Partners is a software-focused investment firm that provides operational support to its portfolio companies. The firm brings investment and operating experience, offering hands-on expertise across product, go-to-market, people, and process functions.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Software InvestmentsGrowth EquityProduct ManagementGo-to-market StrategySales And MarketingChannel PartnershipsOrganizational DesignTalent RecruitmentStrategic PlanningOperational Support

Services

Growth investments in software companies, with operational support spanning Product Management and Development, Strategic Road-Mapping, Scalability, Sales and Marketing Strategy, Positioning, Channel Partnerships, Organizational Design, Talent Recruitment, Incentive Structures, Strategic Planning Framework, Cross Functional Interlock, and Leading Indicator Metrics.

Private funds / alternatives
Private Equity

Who they serve

Client segmentClientsAssets managed
Pension/Profit Sharing Plans3$485M

Leadership

Gregory Clarence Case
MANAGING PARTNER
Paul Theodore Winn
MANAGING PARTNER
Eric Christian Andersen
PARTNER
John Peter Lloyd
CFO & CCO

Office locations

1 office in 1 state
PA
VillanovaHQ

Regulatory & compliance

CRD number
#281131
SEC Number
801-106555
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $1,000,000 (waivable)

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peakequity Partners Management Co., L.L.C. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Peakequity Partners Management Co., L.L.C. | AdvisorFinder