Investment adviser · CRD 153956
LONE PEAK GLOBAL INVESTORS, LLC
Investment adviser filing (IA)
ALPINE, UT, United States · Form ADV filed Jul 27, 2026
- Regulatory AUM
- $598M Form ADV · Item 5.F
- Client accounts
- 152 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| Charities | 18 | $198,469,533 | 33.2% |
| Investment companies | 1 | $136,793,387 | 22.9% |
| High-net-worth individuals | 125 | $132,673,534 | 22.2% |
| Government entities | Fewer than 5 | $106,349,607 | 17.8% |
| Corporations & businesses | 6 | $22,527,909 | 3.8% |
| Retirement plans | Fewer than 5 | $1,552,165 | 0.3% |
Filing source
Form ADV 2122156 · Jul 27, 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: Jul 27, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
363 S. MAIN STREET, SUITE #101ALPINE, UT, 84004, United States
CRD 153956
Filing source
Form ADV 2122156 · Jul 27, 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.