Peakline Partners, Llc
- Regulatory AUM
- $2.8B
- Discretionary
- $2.8B
- Clients
- 57
- Avg AUM / client
- $49.2M
- Accounts
- 57
- Employees
- 45
AUM over time
Annual snapshots from Form ADV filings · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 57 | $2.8B | 100.0% |
Private funds (147)
View all →Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $6.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Altair Chp Fund, Llc | Hedge Fund | Delaware | $739M | 161 |
| Cresset Diversified Qoz Fund Ii, Lp | Real Estate Fund | Delaware | $511M | 587 |
| Cresset Partners Private Credit Fund, Llc master | Private Equity Fund | Delaware | $352M | 433 |
| Cresset Diversified Qoz Fund, L.P. Re Series | Real Estate Fund | Delaware | $336M | 401 |
| Cresset Real Estate Logistics Fund I, Llc | Real Estate Fund | Delaware | $251M | 352 |
| Meristem Global Equity Fund, Llc | Other Private Fund | Delaware | $227M | 118 |
| Bca Hedged Strategies Fund, Lp | Other Private Fund | Delaware | $151M | 163 |
| Cresset Private Markets, Llc Series 1 | Other Private Fund | Delaware | $140M | 170 |
| Cresset High Yield Municipal Fund, Llc | Other Private Fund | Delaware | $137M | 161 |
| Altair Chp Fund Ii, Llc master | Hedge Fund | Delaware | $136M | 90 |
| Eagle Oep Viii Access Fund L.P. | Private Equity Fund | Delaware | $133M | 121 |
| Eagle Warren Equity Partners Iv Access Fund L.P. | Private Equity Fund | Delaware | $132M | 159 |
| Cresset Ventures I, Llc | Venture Capital Fund | Delaware | $126M | 217 |
| Cresset Real Estate Logistics Fund Ii, Llc master | Real Estate Fund | Delaware | $107M | 248 |
| Eagle Lead Edge Capital Vi Access Fund L.P. master | Private Equity Fund | Delaware | $105M | 151 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mills, David, Thomas | Chief Financial Officer | Oct 2019 (7y) | Less than 5% | |
| Pagliuco, Robert | Chief Compliance Officer | Oct 2019 (7y) | Less than 5% | |
| Becker, Eric, David | Co Chief Executive Officer | Dec 2020 (6y) | Less than 5% | |
| Boehm, Chris | Executive Managing Director, Cresset Private Capital | Dec 2020 (6y) | Less than 5% | |
| Rudnick, William, Alan | Executive Managing Director, Chief Legal Officer | Dec 2020 (6y) | Less than 5% | |
| Stein, Avy, Howard | Co Chief Executive Officer | Dec 2020 (6y) | Less than 5% | |
| Amboian, John, Peter | Board Of Directors | Aug 2024 (2y) | Less than 5% | |
| Paul Eric Tramontano | Board Of Directors | Aug 2024 (2y) | Less than 5% | |
| Shattuck, Mayo, A | Board Of Directors | Aug 2024 (2y) | Less than 5% | |
| Megan Ashley Kellerman | Registered representative | CFA | May 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cp Midco, Llc | Holding Company | Aug 2024 | A | 75% or more |
| Cp Parent, Llc | Holding Company | Aug 2024 | B | ≈ 56.25% – 100% via Cp Midco, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cp Parent, Llc: 75% – 100% of Cp Midco, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (147, $6.2B gross assets)
Top 25 of 147 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 8.74 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗