Hedge Fund Database

PETERSON PARTNERS

PETERSON PARTNERS, LLC Legal Name

Adviser information for PETERSON PARTNERS last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 39
Investment Advisory/Research 32
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 31 $2.1B
Non-Discretionary 0 $0
Total 31 $2.1B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 31 $2.1B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMFixed feesPerformance-based fees

Identifiers

SEC RIA File Number 801-74139
SEC ERA File Number 801-74139
SEC CIK Numbers None
SEC CRD Numbers 159450
Legal Entity Identifier None

Principal Office

2755 E. COTTONWOOD PARKWAY
SUITE 400
SALT LAKE CITY
UT
United States
Monday - Friday, 8:30 AM - 5PM MST
Tel: 801-417-0748, Fax: 844-270-1746

Websites

podcasts.apple.com/us/podcast/running-stuff-a-peterson-partners-podcast/id1551503148 www.petersonpartners.com twitter.com/petersonventure twitter.com/petersonprtnrs www.linkedin.com/company/peterson-partners/ www.petersonventures.com www.linkedin.com/company/peterson-search www.youtube.com/@petersonventures/featured www.linkedin.com/company/peterson-ventures/

Chief Compliance Officer

ERIC NOBLE
CHIEF FINANCIAL OFFICER
2755 E. COTTONWOOD PARKWAY
SUITE 400
SALT LAKE CITY
UT
United States
Tel: 801-417-0748
Fax: 844-270-1746
(Full email address available in API data)

Industry Affiliates

PETERSON BREEZE COINVEST MGT, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON CSW COINVEST MGT, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON DURA COINVEST MGT, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON ES COINVEST MGT, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON ETHOS COINVEST MGT, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON LS COINVEST MGT, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON PACKSIZE COINVEST GP, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON PACKSIZE COINVEST SLP, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON PRIVATE EQUITY X GP, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON PW COINVEST MGT, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON SEARCH PARTNERS I GP, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON SEARCH PARTNERS II GP LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON SEARCH PARTNERS ZERO MANAGEMENT, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON SMR COINVEST MGT, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON VENTURE PARTNERS I GP, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON VENTURE PARTNERS II GP, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON VENTURE PARTNERS III GP, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON VENTURE PARTNERS IV GP, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON VENTURE PARTNERS K-I GP, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON VENTURE PARTNERS, LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON�PRIVATE�EQUITY�IX�GP,�LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON�PRIVATE�EQUITY�VIII�GP,�LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON�PRIVATE�EQUITY�VII�GP,�LLC Sponsor, GP, manager of pooled investment vehicles
PETERSON�PRIVATE�EQUITY�VI�GP,�LLC Sponsor, GP, manager of pooled investment vehicles
PRA MANAGEMENT, LLC Sponsor, GP, manager of pooled investment vehicles
PSS MANAGEMENT LLC Sponsor, GP, manager of pooled investment vehicles
PVP OPPORTUNITY FUND I GP, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
PETERSON BREEZE COINVEST, LLC Private Equity Fund $61.2M $0.3M 48
PETERSON CSW COINVEST, LLC Private Equity Fund $6.6M $0.3M 10
PETERSON DURA COINVEST, LLC Private Equity Fund $30.7M $0.5M 5
PETERSON ES COINVEST, LLC Private Equity Fund $104.2M $0.3M 49
PETERSON ETHOS COINVEST, LLC Venture Capital Fund $41.6M $0.3M 35
PETERSON LS COINVEST, LLC Private Equity Fund $11.3M $0.5M 5
PETERSON PACKSIZE COINVEST HOLDINGS, LLC Private Equity Fund $0.0M $0.3M 2
PETERSON PACKSIZE COINVEST, LP Private Equity Fund $179.6M $0.3M 29
PETERSON PRIVATE EQUITY X, LP Private Equity Fund $71.3M $2.0M 226
PETERSON PW COINVEST B, LLC Private Equity Fund $11.0M $1.0M 1
PETERSON PW COINVEST, LLC Private Equity Fund $9.1M $0.1M 9
PETERSON REAL ASSETS, LLC Private Equity Fund $215.6M $0.1M 30
PETERSON SEARCH PARTNERS I COINVEST I, LLC Venture Capital Fund $9.9M $0.3M 33
PETERSON SEARCH PARTNERS I, LP Private Equity Fund $55.4M $0.0M 83
PETERSON SEARCH PARTNERS II, LP Private Equity Fund $38.8M $1.0M 8
PETERSON SEARCH PARTNERS ZERO, LLC Private Equity Fund $4.8M $0.0M 9
PETERSON SMR COINVEST, LLC Venture Capital Fund $10.6M $0.3M 27
PETERSON SPECIAL SITUATIONS, LLC Private Equity Fund $41.0M $0.0M 9
PETERSON VENTURE PARTNERS I, LP Venture Capital Fund $27.7M $0.3M 43
PETERSON VENTURE PARTNERS II COINVEST I, LLC Venture Capital Fund $0.0M $0.3M 11
PETERSON VENTURE PARTNERS II, LP Venture Capital Fund $131.3M $0.3M 61
PETERSON VENTURE PARTNERS III, LP Venture Capital Fund $62.9M $0.3M 99
PETERSON VENTURE PARTNERS IV, LP Venture Capital Fund $27.1M $1.0M 243
PETERSON VENTURE PARTNERS K-I, LP Venture Capital Fund $9.1M $0.3M 2
PETERSON VENTURE PARTNERS ZERO, LLC Venture Capital Fund $6.7M $0.0M 9
PETERSON�PRIVATE�EQUITY�IX,�LP Private Equity Fund $225.6M $2.0M 186
PETERSON�PRIVATE�EQUITY�VI,�LP Private Equity Fund $29.9M $2.0M 38
PETERSON�PRIVATE�EQUITY�VII,�LP Private Equity Fund $53.7M $2.0M 47
PETERSON�PRIVATE�EQUITY�VIII,�LP Private Equity Fund $243.6M $2.0M 60
PETERSON�PRIVATE�EQUITY�VIII�PARALLEL, LP Private Equity Fund $47.9M $2.0M 54
PVP OPPORTUNITY FUND I, LP Venture Capital Fund $17.5M $1.0M 40

Control Persons

Name Type Entity Title Since Ownership
PETERSON, CLINTON, RANDALL Individual – CHIEF EXECUTIVE OFFICER, PRESIDENT, MANAGING DIRECTOR 03/2014 < 5%
NOBLE, ERIC, DAVID Individual – CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER 12/2014 < 5%
PETERSON PARTNERS MANAGEMENT CO, LLC Domestic Entity – MANAGING MEMBER 03/2021 > 75%
PETERSON, CLINTON, RANDALL Individual PETERSON PARTNERS MANAGEMENT CO, LLC CHIEF EXECUTIVE OFFICER, PRESIDENT, MANAGING DIRECTOR 03/2021 25-50%

No. Employees, Historic

5025020202021202220232024202544 on 3/30/202034 on 8/14/202033 on 3/31/202133 on 4/29/202133 on 6/17/202135 on 3/31/202235 on 11/3/202238 on 3/31/202338 on 9/6/202339 on 3/26/2024

RAUM, Historic

3B2B02020202120222023202420251633165637 on 3/30/2020910309813 on 8/14/20201131902758 on 3/31/20211131924130 on 4/29/20211131924130 on 6/17/20211816331370 on 3/31/20221816331370 on 11/3/20222057792608 on 3/31/20232057792608 on 9/6/20232126417239 on 3/26/2024

No. Clients, Historic

4020020202021202220232024202519 on 3/30/202017 on 8/14/202019 on 3/31/202119 on 4/29/202119 on 6/17/202126 on 3/31/202226 on 11/3/202227 on 3/31/202327 on 9/6/202331 on 3/26/2024