Data / Investment advisers / Utah / Peterson Partners
Peterson Partners, Salt Lake City, UT: $2.6 billion AUM, SEC registered investment adviser
Peterson Partners is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $2.6 billion in regulatory assets under management in its Form ADV filed August 25, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 28 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 159450
- SEC file number
- 801-74139
- SEC status
- Approved, effective March 30, 2012
- Legal name
- Peterson Partners, LLC
- Main office
- 2755 E. Cottonwood Parkway Suite 400, Salt Lake City, UT 84121
- Phone
- (801) 417-0748
- Website
- petersonpartners.com
- Regulatory AUM
- $2,630,444,582 in the Form ADV filed August 25, 2026
- Discretionary AUM
- $2,626,146,954
- Non discretionary AUM
- $4,297,628
- Accounts
- 29
- Employees
- 24, of which 20 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 28: 26 private equity funds, 2 venture capital funds
- Gross assets of private funds
- $2,336,938,696
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 25, 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 |
|---|---|---|
| Pooled investment vehicles | 29 | $2.63 billion |
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 |
|---|---|---|
| September 1, 2026 | $2.63 billion | August 25, 2026 |
| April 1, 2026 | $2.96 billion | March 31, 2026 |
| December 1, 2025 | $2.86 billion | March 28, 2025 |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wasatch Advisors LP | Salt Lake City | $23.35 billion | 1 | adviserinfo.sec.gov |
| Cynosure Group, LLC | Salt Lake City | $9.85 billion | 60 | adviserinfo.sec.gov |
| Sepio Capital, LP | Salt Lake City | $5.64 billion | 10 | adviserinfo.sec.gov |
| Grandeur Peak Global Advisors | Salt Lake City | $3.80 billion | 2 | adviserinfo.sec.gov |
| Crewe Advisors | Salt Lake City | $3.05 billion | 1 | adviserinfo.sec.gov |
| Keystone National Group, LLC | Salt Lake City | $2.50 billion | 6 | adviserinfo.sec.gov |
| Sundance Bay | Salt Lake City | $2.09 billion | 1 | adviserinfo.sec.gov |
| Albion Financial Group | Salt Lake City | $2.01 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Peterson Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.