Peterson Partners

RIASEC RegisteredEst. 2012
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$90.7M
Accounts
29
Employees
24
Advisory reps
2

Firm details

Headquarters
Salt Lake City , Utah
CRD number
159450
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Peterson Partners is an SEC-registered investment manager organized as an LLC that positions itself as both a capital allocator and a manager of pooled investment vehicles. The firm traces its registration to 2012 and focuses on managing private funds, principally private equity and venture capital vehicles, for institutional clients. It serves as sponsor, general partner, and managing member on pooled vehicles and charges a mix of percentage-of-AUM, fixed, and performance-based fees. The firm reports being an active ESG investor and manages portfolio strategies through direct fund sponsorship and external manager allocations.

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

Owners & executives

1 of 1
  • Eric Noble

    Eric Noble

    Chief Financial Officer & Chief Compliance OfficerCRD 6428293

Contacts

1 of 1
  • Clinton Peterson

    Clinton Peterson

    Managing PartnerCRD 6317921

Wealth teams

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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

Salt Lake City , UT

Salt Lake

Location

Salt Lake City , UT

Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
2755 E Cottonwood Pkwy
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth