Peltz International

Peltz International

Peltz International was founded in 2015 by Lois Peltz, who had previously co-founded Infovest21 in 2000 and spent over a decade at Merrill Lynch, where she managed advisor selection and marketing services for the firm's managed futures subsidiary. The firm operates as an information provider to the alternative investment community, concentrating on hedge funds and family offices. Peltz International supplies customized research, peer analysis, allocator surveys, and bespoke white papers. The firm conducts manager searches and compiles customized lists of potential clients, while also organizing seminars, conferences, and webinars on investment topics. Its subscription offering includes a complimentary monthly newsletter that tracks hedge fund activity, institutional allocator moves, and market events. The firm maintains a content platform that publishes interviews with allocators, including a Q&A with Rachel Kort of Pathstone on the endowment environment and a discussion with San Bernardino County's chief investment officer Don Pierce. Recent reported topics have included the Ackman-Universal Music Group bid and Citadel Securities' record trading revenue. In 2024, founder Lois Peltz was appointed to the president's advisory council at Vassar College, signaling an active governance presence outside the firm. Peltz International occupies a niche distinct from both research aggregators and management consultancies. The firm's product is built around a single named principal with institutional memory spanning three decades — from the Merrill Lynch managed futures era through the post-2000 hedge fund expansion — making its output a function of an individual expert lens rather than a subscription-scale database or advisory partnership.