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| Lone Peak Global Investors LLC
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|---|---|
| CRD # | 153956 |
| SEC # | 801-78911 |
| CIK # | 0001730467 |
| AUM | $598.4 M (2026-03-24) |
| Employees | 10 (50% Investors, 10% Brokers) |
| Phone | 385-387-1212 |
| Address | 363 S Main Street Alpine, UT 84004 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001730467 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Henry Schein Inc | 27.8 | |
| Dr Pepper Snapple Group Inc | 27.2 | |
| United Parcel Service Inc | 26.1 | |
| KAR Auction Services Inc | 25.0 | |
| Cardinal Health Inc | 24.1 | |
| Cisco Systems Inc | 23.4 | |
| Becton Dickinson & Co | 23.1 | |
| Amazon Com Inc | 22.1 | |
| Rocket Companies Inc | 22.0 | |
| KBR Inc | 21.5 | |
| Career Education Corp | 21.5 | |
| Walt Disney Co | 21.0 | |
| Global Payments Inc | 20.7 | |
| Solventum Corp | 20.4 | |
| Glacier Bancorp Inc | 20.1 | |
| HNI Corp | 18.3 | |
| Nike Inc | 18.1 | |
| Johnson & Johnson | 17.9 | |
| United Technologies Corp /DE/ | 17.8 | |
| Reynolds Consumer Products Inc | 17.4 | |
| Community Trust Bancorp Inc /KY/ | 17.2 | |
| MSC Industrial Direct Co Inc | 15.8 | |
| Evertec Inc | 15.6 | |
| Columbia Banking System Inc | 14.7 | |
| Everus Construction Group Inc | 14.6 | |
| Wright Express Corp | 14.1 | |
| eBay Inc | 12.7 | |
| Sanmina-Sci Corp | 12.7 | |
| LKQ Corp | 12.1 | |
| Delek US Holdings Inc | 10.5 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stevens Capital Partners Inc
✚
|
NE | 0.6 |
|
Carlton Hofferkamp and Jenks Wealth Management LLC
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|
TX | 0.6 |
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Giverny Capital Asset Management LLC
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NY | 0.6 |
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Wealth Advisory Solutions LLC
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IN | 0.6 |
|
Praetorian Wealth Management Inc
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|
CA | 0.6 |
|
Whitener Capital Management Inc
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|
NC | 0.6 |
|
Concorde Asset Management LLC
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|
MI | 0.6 |
|
Grand Wealth Management LLC
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|
MI | 0.6 |
|
Measured Risk Portfolios Inc
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|
CA | 0.6 |
|
Garrison Point Advisors LLC
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|
CA | 0.6 |