Peterson Partners LLC

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Peterson Partners LLC ✚
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) Copy

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
PE	Peterson ES Coinvest LLC	[2022-03-31]	0.0	163.0
VC	Peterson Ethos Coinvest LLC	[2022-03-31]	52.8	49.4
PE	Peterson Packsize Coinvest Holdings LLC	[2022-03-31]	0.0	0.0
PE	Peterson Packsize Coinvest LP	[2022-03-31]	0.0	253.6
PE	Peterson Real Assets II LP	2022-03-31		3.7
PE	Peterson Search Partners II LP	[2022-03-31]	53.0	67.2
PE	Peterson Breeze Coinvest LLC	[2021-03-31]	0.0	84.5
VC	Peterson SMR Coinvest LLC	[2021-03-31]		14.4
PE	Petersonprivateequityix LP	[2020-08-14]	182.2	282.6
VC	Peterson Search Partners I Coinvest I LLC	2020-08-14		11.1
PE	Peterson Search Partners I LP	[2020-03-30]	34.3	76.7
VC	Peterson Venture Partners II Coinvest I LLC	2020-03-30		0.0
VC	Peterson Venture Partners III LP	[2020-03-30]	52.1	66.2
VC	Peterson Venture Partners K-I LP	[2020-03-30]	12.0	10.8
PE	Petersonprivateequityviii LP	[2017-03-30]	138.4	484.1
PE	Petersonprivateequityviiiparallel LP	[2017-03-30]	23.1	95.0
VC	Peterson Venture Partners II LP	[2017-03-30]	20.1	120.6
PE	Peterson Real Assets LLC	[2015-03-31]	0.0	171.4
PE	Peterson Search Partners ZERO LLC	2015-03-31		3.0
PE	Peterson Special Situations LLC	2015-03-31		42.0
PE	Peterson Capital II LLC	2013-04-01		0.6
PE	Petersonprivateequityvii LP	[2013-04-01]	0.1	19.0
VC	Peterson Venture Partners I LP	[2013-04-01]	10.2	26.2
PE	Peterson Partners III LP	2012-02-14		0.4
PE	Peterson Partners IV A LLLP	2012-02-14		9.2
PE	Peterson Partners V LP	[2012-02-14]		0.5
PE	Petersonprivateequityvi LP	[2012-02-14]	2.3	31.5
VC	Peterson Venture Partners ZERO LLC	2012-02-14		3.8

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

Comparable Firms	State	AUM ($B)
Argosy Capital Group Inc ✚	PA	3.5
Brentwood Private Equity LLC ✚	CA	3.3
HSBC Securities USA Inc ✚	NY	3.2
WP Global Partners LLC ✚	IL	3.1
Lubert-Adler Management Company LP ✚	PA	3.0
Marble Capital LP ✚	TX	2.8
Capital Dynamics Inc ✚	NY	2.8
Bow River Asset Management LLC ✚	CO	2.7
Hackman Capital Partners LLC ✚	CA	2.3
Keystone National Group LLC ✚	UT	2.3

Peterson Partners LLC

Assets, Funds, Holdings