LONE PEAK GLOBAL INVESTORS, LLC

RIASEC RegisteredEst. 2014

Total AUM

$598M

Discretionary

$598M

100% of AUM

Avg account

$3.9M

Accounts

152

Employees

Advisory reps

Firm details

Headquarters: ALPINE, Utah
CRD number: 153956
Registered since: January 17, 2014
Website: lonepeakglobal.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CHARLES SCHWAB & CO., INC., FIFTH THIRD SECURITIES, INC., STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Charitable Organizations33.17%
Investment Companies22.86%
HNWI22.17%
State / Municipal Government17.77%
Corporations / Businesses3.76%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lone Peak Global Investors, LLC is a privately organized investment adviser formed as an LLC and registered with the SEC in 2014. Ownership is held by a combination of a domestic entity and an individual. The firm manages investment portfolios for a mix of individual and family clients as well as institutional accounts. Its stated advisory services emphasize portfolio management across individuals/small businesses, investment companies, and other businesses or institutions. Lone Peak charges fees based on a percentage of assets under management and does not identify itself as an active ESG investor or a pension consultant. According to current filings it is not designated as a capital allocator and is not listed as a multi-state adviser.