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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) |
| Fees | |
| Minimum | |
| 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 | ||||
| VC | Peterson Venture Partners IV LP | [2023-03-31] | 65.8 M | |
| Filed 2022-01-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | PVP Opportunity Fund I LP | [2023-03-31] | 23.1 M | |
| Filed 2022-02-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Peterson CSW Coinvest LLC | [2022-03-31] | 7.9 M | |
| Filed 2021-10-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Peterson ES Coinvest LLC | [2022-03-31] | 173.0 M | |
| Filed 2021-09-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Peterson Ethos Coinvest LLC | [2022-03-31] | 52.8 M | 25.8 M |
| Filed 2021-09-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Peterson Packsize Coinvest Holdings LLC | [2022-03-31] | 0.4 M | |
| Filed 2021-05-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Peterson Packsize Coinvest LP | [2022-03-31] | 250.8 M | |
| Filed 2021-05-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Peterson Real Assets II LP | 2022-03-31 | 3.7 M | |
| PE | Peterson Search Partners II LP | [2022-03-31] | 53.0 M | 90.3 M |
| Filed 2022-02-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Peterson Breeze Coinvest LLC | [2021-03-31] | 89.3 M | |
| Filed 2020-07-31 (D) · Exemption 506(b), 3(c)(1), 3(c) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Peterson SMR Coinvest LLC | [2021-03-31] | 16.8 M | |
| PE | Peterson Private Equity IX LP | [2020-08-14] | 182.2 M | 352.5 M |
| Filed 2020-12-23 (D/A) · Exemption 506(b), 3(c)(7), 3(c) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Peterson Search Partners I Coinvest I LLC | 2020-08-14 | 11.1 M | |
| PE | Peterson Search Partners I LP | [2020-03-30] | 34.3 M | 97.1 M |
| Filed 2020-08-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Peterson Venture Partners II Coinvest I LLC | 2020-03-30 | 0.0 M | |
| VC | Peterson Venture Partners III LP | [2020-03-30] | 52.1 M | 63.9 M |
| Filed 2020-08-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Peterson Venture Partners K-I LP | [2020-03-30] | 12.0 M | 10.4 M |
| Filed 2019-11-26 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Peterson Private Equity VIII LP | [2017-03-30] | 138.4 M | 475.8 M |
| Filed 2016-07-27 (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 VIII Parallel LP | [2017-03-30] | 23.1 M | 93.4 M |
| Filed 2016-07-27 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | Peterson Venture Partners II LP | [2017-03-30] | 20.1 M | 68.6 M |
| Filed 2016-07-26 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Peterson Real Assets LLC | [2015-03-31] | 126.2 M | |
| Offered $30,000,000 · Filed 2017-05-25 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $30,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Peterson Search Partners Zero LLC | 2015-03-31 | 3.5 M | |
| PE | Peterson Special Situations LLC | 2015-03-31 | 38.5 M | |
| PE | Peterson Capital II LLC | 2013-04-01 | 0.6 M | |
| PE | Peterson Private Equity VII LP | [2013-04-01] | 0.1 M | 19.1 M |
| Filed 2013-01-11 (D) · Exemption 506, 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| VC | Peterson Venture Partners I LP | [2013-04-01] | 10.2 M | 23.8 M |
| Offered $10,250,000 · Filed 2012-05-10 (D) · Exemption 506 · Minimum $250,000 · Duration One year or less · Revenue No Revenues | ||||
| PE | Peterson Partners III LP | 2012-02-14 | 0.4 M | |
| PE | Peterson Partners IV A LLLP | 2012-02-14 | 9.2 M | |
| PE | Peterson Partners V LP | [2012-02-14] | 0.5 M | |
| PE | Peterson Private Equity VI LP | [2012-02-14] | 2.3 M | 26.2 M |
| Offered $50,000,000 · Filed 2011-07-14 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $2,000,000 · Remaining $47,677,750 · Duration More than one year · Revenue No Revenues | ||||
| VC | Peterson Venture Partners Zero LLC | 2012-02-14 | 3.6 M | |
| AUM Breakdown | Accounts | AUM ($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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