Asset manager · New York, NY
Lone Peak Partners Management LP
SEC-registered investment adviser · CRD 156546 · SEC 801-73174
At a glance
Lone Peak Partners Management LP is an SEC-registered investment adviser based in New York, New York, with $210 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is charitable organizations. By Form ADV it is a asset manager, ranked 2,089th of 3,218 asset managers and 11,991st of 17,210 SEC-registered advisers by assets.
Main office 646-430-8675As filed on Form ADV
- Regulatory AUM
- $210M
- Rank among asset managers
- #2,089 of 3,218
- Rank among all SEC RIAs
- #11,991 of 17,210
- Rank in New York
- #1,897 of 2,591
- Clients
- 3
- Accounts
- 3
- Discretionary
- 48% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Betsy L. BattleFounding Partner/chief Investment Officer
- Steven E. AsklingChief Compliance Officer / Chief Financial Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 1 | $110M | 52% |
| Pooled investment vehicles | 1 | $54M | 25% |
| Other investment advisers | 1 | $47M | 22% |
Private funds
Lone Peak Partners Management LP reports 1 private funds with $54M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Lone Peak Partners Management LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Lone Peak Partners Management LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 819 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Lone Peak Partners Management LP manage?
Lone Peak Partners Management LP reports $210 million in regulatory assets under management across 3 accounts, 48% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Lone Peak Partners Management LP?
Lone Peak Partners Management LP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Lone Peak Partners Management LP’s clients?
By assets, its largest client types are charitable organizations ($110 million, 1 clients); pooled investment vehicles ($54 million, 1 clients); other investment advisers ($47 million, 1 clients).
Does Lone Peak Partners Management LP manage private funds?
Yes. It reports 1 private funds with $54 million in gross assets, including hedge funds.
Does Lone Peak Partners Management LP have any disciplinary history?
Lone Peak Partners Management LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Lone Peak Partners Management LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →