LONE PEAK ADVISERS

Overview

Lone Peak Advisers is a limited liability company that positions itself as a fee-based advisor for individual and family clients, charging a percentage of assets under management. The firm lists financial planning, portfolio management for individuals and small businesses, and the selection of other advisers as its core advisory services. It functions as a capital allocator, using third-party managers alongside internally managed solutions to construct client portfolios. Investment activity is concentrated in public funds and mutual funds while also allocating to alternative real estate strategies through external managers. The firm does not identify as an active ESG investor. It operates with a broker-dealer affiliation and serves a retail client base rather than institutional pension clients.

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Investments & Alternatives

Location & Offices