LONE PEAK PARTNERS MANAGEMENT LP

RIASEC RegisteredEst. 2012
Total AUM
$210M
Discretionary
$101M
48% of AUM
Avg account
$70.1M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
156546
Registered since
February 15, 2012
Custodians
J.P. MORGAN SECURITIES INC., THE VANGUARD GROUP, INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Charitable Organizations52.23%
  • Pooled Investment Vehicles25.46%
  • Other Investment Advisers22.31%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lone Peak Partners Management LP is a limited partnership operating as a hedge fund manager and registered with the SEC since 2012. The firm targets institutional clients and acts in multiple roles tied to pooled investment vehicles — including sponsor, general partner and managing member — while also providing portfolio management for pooled vehicles and for businesses or institutions. Its business activities are filed as a CPO/CTA, and its fee model combines a percentage of assets under management with fixed and performance-based elements. Investment activity centers on alternative strategies: the firm allocates to hedge funds and maintains exposures to commodities and oil & gas. It does not characterize itself as an active ESG investor and is not registered as a multi-state adviser. The firm’s positioning as both manager and sponsor suggests it runs proprietary pooled funds alongside managing external allocations, and its fee and vehicle structure aligns with a performance-oriented, institutional investor base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 70%, US Government Bonds 22%, Cash & Cash Equivalents 6%, Exchange Traded Equities 2%70%
  • Other70%
  • US Government Bonds22%
  • Cash & Cash Equivalents6%
  • Exchange Traded Equities2%

Owners & executives

2 of 2
  • BETSY BATTLE

    Chief Investment Officer & Founding PartnerCRD 1498801

  • Steven Askling

    Chief Financial Officer & Chief Compliance OfficerCRD 6769075

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
745 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth