Institutional
    SEC Registered

    Peterson Partners

    Registered investment advisor · Salt Lake City, Utah · CRD #159450

    Assets Under Management
    $3B
    Client Accounts
    36
    Employees
    36
    CRD Number
    159450
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Peterson Partners

    Peterson Partners invests in private equity, venture capital, and search funds, focusing on consumer technology, healthcare, and digital commerce. Founded by Joel Peterson, the firm is based in Salt Lake City, Utah. It targets businesses led by exceptional entrepreneurial leaders.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Peterson Partners's AUM?

    Peterson Partners reports approximately $3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Peterson Partners headquartered?

    Peterson Partners is headquartered in Salt Lake City, Utah.

    What is Peterson Partners's CRD number?

    Peterson Partners's CRD number is 159450. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Peterson Partners manage?

    Peterson Partners manages approximately 36 client accounts according to its latest SEC filing.

    Is Peterson Partners SEC registered?

    Yes, Peterson Partners is registered with the SEC as an investment adviser with an approved registration status.

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