Data / Investment advisers / Utah / Lone Peak Global Investors, LLC
Lone Peak Global Investors, LLC, Alpine, UT: $598 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Lone Peak Global Investors, LLC is an SEC registered investment adviser with its main office in Alpine, Utah and reports $598 million in regulatory assets under management in its Form ADV filed July 27, 2026. Its clients include charitable organizations, investment companies and high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 153956
- SEC file number
- 801-78911
- SEC status
- Approved, effective January 17, 2014
- Main office
- 363 S. Main Street Suite #101, Alpine, UT 84004
- Phone
- (385) 387-1212
- Website
- Regulatory AUM
- $598,366,135 in the Form ADV filed July 27, 2026
- Discretionary AUM
- $598,366,135
- Accounts
- 152
- Employees
- 10, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 18 | $198.5 million |
| Investment companies | 1 | $136.8 million |
| High net worth individuals | 125 | $132.7 million |
| State or municipal government entities | 1 | $106.3 million |
| Corporations or other businesses | 6 | $22.5 million |
| Pension and profit sharing plans | 1 | $1.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $598.4 million | March 24, 2026 |
| December 1, 2025 | $496.6 million | March 25, 2025 |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Abg Consultants | Cottonwood Heights | $697.4 million | Not listed | adviserinfo.sec.gov |
| Ascend Investment Partners | Ogden | $661.4 million | Not listed | adviserinfo.sec.gov |
| Accuvest Global Advisors, Inc. | Provo | $630.5 million | 1 | adviserinfo.sec.gov |
| Banner Capital Management, LLC | Lehi | $619.2 million | 6 | adviserinfo.sec.gov |
| Lunt Capital Management Inc. | Holladay | $601.5 million | Not listed | adviserinfo.sec.gov |
| Squire Wealth Advisors | Orem | $586.7 million | Not listed | adviserinfo.sec.gov |
| Lep Management LLC | Salt Lake City | $585.2 million | 4 | adviserinfo.sec.gov |
| Adams Wealth Advisors | Logan | $565.8 million | 12 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $500 million to $1 billion in AUM
- Advisers serving charitable organizations
- Advisers serving investment companies
- Lone Peak Global Investors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.