LONE PEAK PARTNERS MANAGEMENT LP
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other70%
- US Government Bonds22%
- Cash & Cash Equivalents6%
- Exchange Traded Equities2%
Owners & executives
2 of 2BETSY BATTLE
Chief Investment Officer & Founding PartnerCRD 1498801
Steven Askling
Chief Financial Officer & Chief Compliance OfficerCRD 6769075
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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