|
⚲
|
| Keyboard |
| Lone Peak Global Investors LLC
✚
|
|
|---|---|
| CRD # | 153956 |
| SEC # | 801-78911 |
| CIK # | 0001730467 |
| AUM | 598.4 M (2026-03-24) |
| Employees | 10 (50% Investors, 10% Brokers) |
| Fees | |
| Minimum | |
| Phone | 385-387-1212 |
| Address | 363 S Main Street Alpine, UT 84004 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Henry Schein Inc | 27.8 | ||
| Dr Pepper Snapple Group Inc | 27.2 | ||
| United Parcel Service Inc | 26.1 | ||
| KAR Auction Services Inc | 25.0 | ||
| Cardinal Health Inc | 24.1 | ||
| Cisco Systems Inc | 23.4 | ||
| Becton Dickinson & Co | 23.1 | ||
| Amazon Com Inc | 22.1 | ||
| Rocket Companies Inc | 22.0 | ||
| KBR Inc | 21.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 125 | 132.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 136.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.6 |
| (h) Charitable organizations | 18 | 198.5 |
| (i) State or municipal government entities | 1 | 106.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 22.5 |
| (n) Other | 0 | 0.0 |
| Total | 152 | 598.4 |
| By Discretionary | ||
| Discretionary | 152 | 598.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 152 | 598.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 598.4 | |
| Total | 152 | 598.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730467] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| LEI | 894500VGXPYR3SGOZX06 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stevens Capital Partners Inc
✚
|
NE | 600.7 M |
|
Carlton Hofferkamp and Jenks Wealth Management LLC
✚
|
TX | 600.2 M |
|
Giverny Capital Asset Management LLC
✚
|
NY | 599.4 M |
|
Wealth Advisory Solutions LLC
✚
|
IN | 599.1 M |
|
Praetorian Wealth Management Inc
✚
|
CA | 598.7 M |
|
Whitener Capital Management Inc
✚
|
NC | 598.5 M |
|
Concorde Asset Management LLC
✚
|
MI | 598.4 M |
|
Grand Wealth Management LLC
✚
|
MI | 597.8 M |
|
Measured Risk Portfolios Inc
✚
|
CA | 597.2 M |
|
Garrison Point Advisors LLC
✚
|
CA | 597.1 M |