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| Peterson Partners LLC
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| CRD # | 159450 |
| SEC # | 801-74139 |
| CIK # | |
| AUM | 2,963.8 M (2026-05-28) |
| Employees | 36 (75% 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 | AUM |
|---|---|---|---|---|
| PE | Peterson Search Partners C-I LP | [2026-03-31] | ||
| Filed 2025-12-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Peterson Venture Partners K-II LP | [2026-03-31] | ||
| Filed 2025-08-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Peterson WA Coinvest LLC | [2026-03-31] | 2.6 M | |
| Filed 2025-12-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Peterson Search Partners III LP | [2025-03-28] | 109.3 M | 30.3 M |
| Filed 2025-08-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Peterson USS Coinvest LLC | [2025-03-28] | 4.9 M | |
| Filed 2024-06-13 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Peterson DURA Coinvest LLC | [2024-03-26] | 30.0 M | |
| Filed 2023-10-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Peterson LS Coinvest LLC | [2024-03-26] | 34.1 M | |
| Filed 2023-01-09 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Peterson PW Coinvest B LLC | [2024-03-26] | 10.8 M | 14.6 M |
| Filed 2023-08-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Peterson PW Coinvest LLC | [2024-03-26] | 8.9 M | 12.2 M |
| Filed 2023-08-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Peterson Private Equity X LP | [2023-03-31] | 186.3 M | 277.1 M |
| Filed 2023-07-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| 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 | 36 | 3.0 |
| (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 | 36 | 3.0 |
| By Discretionary | ||
| Discretionary | 35 | 3.0 |
| Non-Discretionary | 1 | 0.0 |
| Total | 36 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 36 | 3.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Joel Peterson | Director, Executive Officer | 47 | 3 | |
| Matthew Day | Executive Officer | 9 | 3 | |
| Clint Peterson | Director, Executive Officer | 44 | 2 | |
| Eric Noble | Executive Officer | 38 | 2 | |
| Peterson Partners LLC | Director, Executive Officer | 27 | 2 | |
| Ben Capell | Executive Officer | 21 | 2 | |
| Daniel Peterson | Executive Officer | 14 | 2 | |
| Robert Hansen | Executive Officer | 11 | 2 | |
| Peterson Partners Inc | Executive Officer | 10 | 2 | |
| Brandon Cope | Executive Officer | 9 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
| Related People Network |
|---|
| 45 people file Form D offerings alongside this firm's people. |
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