# Peloton Equity

Peloton Equity is a Private Equity based in Greenwich, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Greenwich, United States
- **Region:** North America
- **Address:** 66 Field Point Road, 2nd Floor, Greenwich, CT 06830, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** www.pelotonequity.com
- **LinkedIn:** https://www.linkedin.com/company/peloton-equity

## Regulatory record

- **CRD number:** 301543
- **SEC file number:** 801-117139
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301543

## About

Peloton Equity is an SEC-registered investment adviser in Greenwich, CT, registered since 2019. The firm manages approximately $410 million in regulatory assets. It has 8 employees and 6 investment advisers.

## Sectors

- Healthcare Services
- Enterprise Software
- Digital Health
- AI/ML

## People

- Managing Partner — Managing Partner
- Founding Partner — Founding Partner
- Partner — Partner
- Partner, Portfolio Value Creation — Partner, Portfolio Value Creation

## Questions

### Who makes investment decisions at Peloton Equity?

The firm is led by its founding partners, a group that has worked together for over 20 years going back to Ferrer Freeman & Company. Day-to-day investment decisions are made by the managing partner and partner team in Greenwich. The firm does not publicly name individual decision-makers beyond broad team titles on its website.

### Does Peloton Equity take control positions or minority stakes?

Peloton describes its approach as growth capital, often partnering with management teams at a post-venture, pre-buyout stage. While the firm aims for significant influence, it does not uniformly pursue buyout control. Its playbook emphasizes building infrastructure, recruiting management, and pursuing accretive M&A alongside founders and existing leadership.

### How does Peloton source its proprietary deals?

Peloton leans on a curated network it calls Peloton Nation — more than 200 healthcare leaders who generate investment themes, test diligence, and surface off-market opportunities. On average, nine members contribute to due diligence per deal. This network has also placed over 50 board members and C-suite executives into portfolio companies post-investment.

### What was Peloton's most recent fund size?

Peloton closed its second fund, Peloton Equity II, L.P., with $152.25 million in limited-partner and general-partner commitments. The firm has not publicly disclosed total assets under management or a target for a subsequent fund.

### What is Peloton's relationship to Ferrer Freeman & Company?

Peloton was founded in 2014 as the successor firm to Ferrer Freeman & Company, one of the early healthcare growth-equity firms. Peloton's founding partners previously invested together at Ferrer Freeman for more than 20 years, and the current firm explicitly builds on that track record and network.

### Does Peloton co-invest alongside other institutional investors?

Yes. Peloton routinely co-invests with strategic and financial partners. For example, Merck Global Health Innovation Fund, Hamilton Lane, Flexstone Partners, and Wave Equity Partners participated alongside Peloton in AeroSafe Global's $43 million funding round. The firm also partnered with Lightyear Capital on the recapitalization of HPOne and with Blue Wolf Capital Partners on the formation of ClearSky Health.

## Related profiles

- [Peloton Capital Management](https://altss.com/profile/peloton-capital-management)
- [Peloton Wealth Strategists](https://altss.com/profile/peloton-wealth-strategists)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/peloton-equity

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology