Peterson Partners LLC

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Peterson Partners LLC ✚
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) Copy

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
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
Ilana Stern	Executive Officer	6	2
Benjamin Capell	Executive Officer	5	2
Peterson Packsize Coinvest GP LLC	Director	4	2
Marc Fuller	Executive Officer	4	2
Brett Stohlton	Executive Officer	3	2
Max Artz	Executive Officer	3	2
Peterson Breeze Coinvest Mgt LLC	Director	2	2
Pra Management LLC	Executive Officer	2	1
Peterson PW Coinvest Mgt LLC	Director	2	1
Peterson Partners VIII GP LLC	Executive Officer	2	1
Peterson Wa Coinvest Mgt LLC	Director	1	1
Hanks Daniel	Executive Officer	1	1
Peterson Search Partners III GP LLC	Executive Officer	1	1
Pvp Opportunity Fund I GP LLC	Executive Officer	1	1
Investment Adviser Peterson Partners Inc	Promoter	1	1
Peterson Prowest Coinvest Mgt LLC	Director	1	1
General Partner Peterson Venture Partners II GP LLC	Director	1	1
Peterson Breeze Coinvest Mgt LLC	Director	1	1
Pra Management LLC	Executive Officer	1	1
Peterson Venture Partners K-I GP LLC	Director	1	1
Peterson Es Coinvest Mgt LLC	Director	1	1
Peterson Partners VII LLC	Executive Officer	1	1
Peterson Venture Partners III GP LLC	Director	1	1
Peterson Venture Partners IV GP LLC	Executive Officer	1	1
Peterson Private Equity X GP LLC	Executive Officer	1	1
Peterson Ethos Coinvest Mgt LLC	Director	1	1
Peterson Partners IX GP LLC	Director	1	1
Peterson Uss Coinvest Mgt LLC	Director	1	1
Peterson Search Partners I GP LLC	Director	1	1
Peterson LS Coinvest Mgt LLC	Director	1	1
Peterson Venture Partners K-Ii GP LLC	Executive Officer	1	1
Peterson Csw Coinvest Mgt LLC	Director	1	1
Peterson Csw Coinvest Mgt LLC	Director	1	1
Peterson Dura Coinvest Mgt LLC	Director	1	1
Peterson Search Partners C-I GP LLC	Executive Officer	1	1
Peterson Partners	Executive Officer	1	1
Peterson Search Partners II GP LLC	Director	1	1
Bret Stohlton	Executive Officer	1	1
Henrique de Agostini	Executive Officer	1	1

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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Peterson Partners LLC

Assets, Funds, Holdings