Private fund adviser · Salt Lake City, UT
Peterson Partners
Peterson Partners, LLC · SEC-registered investment adviser · CRD 159450 · SEC 801-74139
At a glance
Peterson Partners is an SEC-registered investment adviser based in Salt Lake City, Utah, with $2.6 billion in regulatory assets under management as of its Form ADV filed August 25, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,423rd of 4,686 private fund advisers and 3,078th of 17,210 SEC-registered advisers by assets.
Main office 801-417-0748petersonpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.6B
- Rank among private fund advisers
- #1,423 of 4,686
- Rank among all SEC RIAs
- #3,078 of 17,210
- Rank in Utah
- #14 of 151
- Clients
- 29
- Accounts
- 29
- Discretionary
- 100% of AUM
- Employees
- 24
- Advisory staff
- 20
- Offices
- 1
Owners and executives on its Form ADV
- Clinton R. PetersonChief Executive Officer, President, Managing Director
- Eric D. NobleChief Financial Officer, Chief Compliance Officer
Custody and brokerage
Custodian
Peterson Partners’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 29 | $2.6B | 100% |
Private funds
Peterson Partners reports 28 private funds with $2.3B in gross assets: private equity funds, venture capital funds (Form ADV Item 7.B).
Disciplinary disclosures
Peterson Partners 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
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 ↗petersonpartners.com ↗
AtlasMembers
The full record on Peterson Partners
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 1,724 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 6Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Peterson Partners manage?
Peterson Partners reports $2.6 billion in regulatory assets under management across 29 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 25, 2026.
What kind of firm is Peterson Partners?
Peterson Partners is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Peterson Partners’s clients?
By assets, its largest client types are pooled investment vehicles ($2.6 billion, 29 clients).
Does Peterson Partners manage private funds?
Yes. It reports 28 private funds with $2.3 billion in gross assets, including private equity funds, venture capital funds.
Does Peterson Partners have any disciplinary history?
Peterson Partners 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 Peterson Partners’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 (2026-08-25), 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 →