Lone Peak Capital Management, LLC

Overview

Lone Peak Capital Management, LLC is an independent registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm serves a client base made up primarily of individual and family clients and charges fees based on a percentage of assets under management. Lone Peak is run as an individually owned practice rather than as a multi-state or affiliated adviser, and it does not identify as an active ESG investor or a pension consultant. The firm’s advisory activity centers on discretionary portfolio management. Its stated business activity is managing portfolios for private clients rather than acting as a capital allocator or running affiliated advisory platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives