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| Peterson Partners LLC
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| |
|---|---|
| CRD # | 159450 |
| SEC # | 801-74139 |
| CIK # | |
| AUM | $2.1 BB (2024-03-26) |
| Employees | 39 (82% Investors, 0% Brokers) |
| Phone | 801-417-0748 |
| Address | 2755 E Cottonwood Parkway Salt Lake City, UT 84121 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Peterson DURA Coinvest LLC | [2024-03-26] | 0.0 | 30.7 |
| PE | Peterson LS Coinvest LLC | [2024-03-26] | 0.0 | 11.3 |
| PE | Peterson PW Coinvest B LLC | [2024-03-26] | 10.8 | 11.0 |
| PE | Peterson PW Coinvest LLC | [2024-03-26] | 8.9 | 9.1 |
| PE | Peterson Private Equity X LP | [2023-03-31] | 186.3 | 71.3 |
| VC | Peterson Venture Partners IV LP | [2023-03-31] | 0.0 | 27.1 |
| VC | PVP Opportunity Fund I LP | [2023-03-31] | 0.0 | 17.5 |
| PE | Peterson CSW Coinvest LLC | [2022-03-31] | 0.0 | 6.6 |
| PE | Peterson ES Coinvest LLC | [2022-03-31] | 0.0 | 104.2 |
| VC | Peterson Ethos Coinvest LLC | [2022-03-31] | 52.8 | 41.6 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 31 | 2.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 31 | 2.1 |
| By Discretionary | ||
| Discretionary | 31 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 31 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 31 | 2.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rethink Capital Partners LLC
✚
|
NY | 2.6 |
|
Graycliff Partners LP
✚
|
NY | 2.4 |
|
Marble Capital LP
✚
|
TX | 2.4 |
|
Terracap Management LLC
✚
|
FL | 2.3 |
|
Declaration Partners LP
✚
|
NY | 2.2 |
|
Keystone National Group LLC
✚
|
UT | 2.1 |
|
Monticelloam LLC
✚
|
NY | 1.9 |
|
Zions Capital Advisors Inc
✚
|
UT | 1.8 |
|
Encore Housing Opportunity Fund Investment Manager LLC
✚
|
FL | 1.7 |
|
Raven Capital Management LLC
✚
|
NY | 1.6 |