# PEAKLINE PARTNERS, LLC

PEAKLINE PARTNERS, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 306449
- Type: SEC-registered investment adviser
- SEC file number: 801-117914
- Location: 200 W MADISON ST, CHICAGO, IL, 60606
- Phone: 312-429-2401
- Latest filing: 2026-08-07
- Regulatory AUM: $2.8B
- Discretionary AUM: $2.8B
- Clients: 45
- Accounts: 57

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| Chris Boehm | EXECUTIVE MANAGING DIRECTOR, CRESSET PRIVATE CAPITAL | Chicago, IL |
| Paul Eric Tramontano | BOARD OF DIRECTORS | New York, NY |
| Jon Michael Goldstein | BOARD OF DIRECTORS | New York, NY |
| David Thomas Mills | CHIEF FINANCIAL OFFICER | — |
| William Alan Rudnick | CO-FOUNDER, EXECUTIVE MANAGING DIRECTOR; CO-FOUNDER, EXECUTIVE MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; EXECUTIVE MANAGING DIRECTOR, CHIEF LEGAL OFFICER | — |
| Avy Howard Stein | CO CHIEF EXECUTIVE OFFICER; CO-FOUNDER, CO-CHAIRMAN | — |
| Eric David Becker | CO CHIEF EXECUTIVE OFFICER; CO-FOUNDER, CO-CHAIRMAN | — |
| Christopher Gerard Boehm | CO-FOUNDER, EXECUTIVE MANAGING DIRECTOR, PRIVATE CAPITAL | — |
| Mayo A Shattuck | BOARD OF DIRECTORS | — |
| John Peter Amboian | BOARD OF DIRECTORS | — |
| Merene Joseph Makil | MANAGING DIRECTOR, CHIEF OPERATING OFFICER; MANAGING DIRECTOR, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Robert Steven Pagliuco | CHIEF COMPLIANCE OFFICER | — |
| Robert Pagliuco | CHIEF COMPLIANCE OFFICER | Brooklyn, NY |
| AMBOIAN JOHN PETER | BOARD OF DIRECTORS | — |
| MILLS WILLIAM THOMAS | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND TREASURER | — |
| STEIN RICHARD HOWARD | CO CHIEF EXECUTIVE OFFICER; EXECUTIVE VICE PRESIDENT; MANAGER | — |
| TRAMONTANO PAUL ERIC | BOARD OF DIRECTORS | — |
| BECKER DAVID | CO CHIEF EXECUTIVE OFFICER; ELECTED MANAGER; PRESIDENT | — |
| PAGLIUCO ROBERT STEVEN | CHIEF COMPLIANCE OFFICER | — |
| Rudnick William Alan | CHIEF ADMINISTRATIVE AND LEGAL OFFICER; EXECUTIVE MANAGING DIRECTOR, CHIEF LEGAL OFFICER; MANAGING DIRECTOR AND CHIEF LEGAL OFFICER (+2 more) | — |
| PARRISH NICHOLAS BENNETT | VICE PRESIDENT | — |
| Schmitt Hellauer Marianne Jeannette | TRUSTEE | — |
| Boehm Chris | EXECUTIVE MANAGING DIRECTOR; EXECUTIVE MANAGING DIRECTOR, CRESSET PRIVATE CAPITAL | — |
| Conte Randall | CHIEF OPERATING OFFICER | — |
| SHATTUCK III MAYO A | BOARD OF DIRECTORS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306449/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306449/similar
- Related entities: https://search.stillhousedata.com/firm/306449/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306449

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.