Investment adviser · CRD 296772
LONE PEAK ADVISERS
Investment adviser filing (IA)
LONE PEAK ADVISERS, LLC
DRAPER, UT, United States · Form ADV filed Mar 3, 2026
- Regulatory AUM
- $125M Form ADV · Item 5.F
- Client accounts
- 905 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 855 | $75,444,600 | 60.1% |
| High-net-worth individuals | 50 | $50,000,000 | 39.9% |
Filing source
Form ADV 2046791 · Mar 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
11650 SOUTH STATE STREET, SUITE 200DRAPER, UT, 84020-7150, United States
CRD 296772
Filing source
Form ADV 2046791 · Mar 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.