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| Happy Holidays!! thanks for using AUM13F!! |
| Peterson Partners LLC
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| CRD # | 159450 |
| SEC # | 801-74139 |
| CIK # | |
| AUM | $2.9 B (2025-03-28) |
| Employees | 39 (87% Investors, 0% Brokers) |
| Phone | 801-417-0748 |
| Address | 2755 E Cottonwood Parkway Salt Lake City, UT 84121 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Peterson Search Partners III LP | [2025-03-28] | 0.0 | 8.5 |
| PE | Peterson USS Coinvest LLC | [2025-03-28] | 0.0 | 7.5 |
| PE | Peterson DURA Coinvest LLC | [2024-03-26] | 0.0 | 30.0 |
| PE | Peterson LS Coinvest LLC | [2024-03-26] | 0.0 | 16.8 |
| PE | Peterson PW Coinvest B LLC | [2024-03-26] | 10.8 | 15.6 |
| PE | Peterson PW Coinvest LLC | [2024-03-26] | 8.9 | 13.2 |
| PE | Peterson Private Equity X LP | [2023-03-31] | 186.3 | 219.3 |
| VC | Peterson Venture Partners IV LP | [2023-03-31] | 0.0 | 50.2 |
| VC | PVP Opportunity Fund I LP | [2023-03-31] | 0.0 | 19.9 |
| PE | Peterson CSW Coinvest LLC | [2022-03-31] | 0.0 | 8.8 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 32 | 2.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 33 | 2.9 |
| By Discretionary | ||
| Discretionary | 33 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 33 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 33 | 2.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Joel Peterson | 45 | |||
| Matthew Day | 8 | |||
| Clint Peterson | 39 | |||
| Eric Noble | 33 | |||
| Peterson Partners LLC | 21 | |||
| Ben Capell | 19 | |||
| Daniel Peterson | 14 | |||
| Robert Hansen | 11 | |||
| Peterson Partners Inc | 10 | |||
| Brandon Cope | 9 | |||
| View All | ||||
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