Peloton Equity LLC
SEC RegisteredDEPLOYING CAPITAL AND EXPERIENCE TO TURN VISION INTO REALITY
About the firm
Peloton Equity is a growth capital investor with over 20 years of experience in healthcare, founded in 2014 as the successor firm to Ferrer Freeman & Company. Peloton specializes in partnering with healthcare companies that have the right leadership, market potential, and business model to drive growth. By leveraging an extensive healthcare network and disciplined investment approach, the firm aims to create lasting value for its portfolio companies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Growth capital investing in healthcare companies, including partnering with management teams to build infrastructure for scaling, identifying and optimizing strategies for sustainable revenue growth, sourcing proprietary deals, conducting due diligence, and adding board members and C-suite executives post-investment.
Who they serve
Lower-middle-market healthcare companies at the post-venture, pre-buyout stage, typically with $10-200 million in revenue and/or $(10)-10 million of EBITDA, that have proven business models and significant growth potential.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 7 | $410M |
Leadership
Office locations
Regulatory & compliance
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peloton Equity LLC 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.
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