Megan Ashley Kellerman
Investment adviser representative at Peakline Partners, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Peakline Partners, LLCOct 2020 to now
- Cresset Asset Management, LLCJan 2022 to Feb 2025
- Foreside Fund Services, LLCSep 2021 to Feb 2025
- Cresset Partners LLCDec 2020 to Dec 2021
- Grv Securities LLCSep 2015 to Oct 2020
- Gcm GrosvenorApr 2015 to Oct 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (IL).
Peakline Partners, LLC
$2.8BAssets managed
57Clients
1Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5813562
- Firm CRD
- 306449