Investment adviser · CRD 159450

PETERSON PARTNERS

Investment adviser filing (IA)

PETERSON PARTNERS, LLC

SALT LAKE CITY, UT, United States · Form ADV filed Aug 25, 2026

Regulatory AUM
$2.63B
Form ADV · Item 5.F
Client accounts
29
Accounts, not individual clients
Employees
24
Reported in this filing
Advisory professionals
20
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles29$2,630,444,582100.0%
Filing source

Form ADV 2123156 · Aug 25, 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

45 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PETERSON PRIVATE EQUITY VIII, LPPrivate Equity Fund · Last reported Aug 25, 2026$448MGross asset value

Form D fundraising filings

PETERSON PARTNERS VIII, LP

Fund administrator ALPINE SEVEN MIDCO, LLC SALT LAKE CITY, Utah, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP SALT LAKE CITY, Utah, United States
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

Fund details & source
Fund ID
805-4483640353
Reported beneficial owners
60
Minimum commitment
$2M
Form D file number
021-259255

Form ADV 2123156 · Aug 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PETERSON PRIVATE EQUITY IX, LPPrivate Equity Fund · Last reported Aug 25, 2026$391MGross asset value

Form D fundraising filings

Peterson Partners IX, LP

Fund administrator ALPINE SEVEN MIDCO, LLC SALT LAKE CITY, Utah, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP SALT LAKE CITY, Utah, United States
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

Fund details & source
Fund ID
805-2908727211
Reported beneficial owners
186
Minimum commitment
$2M
Form D file number
021-356380

Form ADV 2123156 · Aug 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PETERSON PRIVATE EQUITY X, LPPrivate Equity Fund · Last reported Aug 25, 2026$283MGross asset value

Form D fundraising filings

Peterson Private Equity X, LP

Fund administrator ALPINE SEVEN MIDCO, LLC SALT LAKE CITY, Utah, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP SALT LAKE CITY, Utah, United States
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Marketer HARKEN CAPITAL SECURITIES, LLC BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

HARKEN CAPITAL SECURITIES, LLC
CRD 163749 · SEC 8-69077

Fund details & source
Fund ID
805-5389683197
Reported beneficial owners
227
Minimum commitment
$2M
Form D file number
021-452069

Form ADV 2123156 · Aug 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PETERSON PACKSIZE COINVEST, LPPrivate Equity Fund · Last reported Aug 25, 2026$251MGross asset value

Form D fundraising filings

Peterson Packsize Coinvest, LP

Fund administrator ALPINE SEVEN MIDCO, LLC SALT LAKE CITY, Utah, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP SALT LAKE CITY, Utah, United States
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

Fund details & source
Fund ID
805-5359918910
Reported beneficial owners
30
Minimum commitment
$250K
Form D file number
021-399639

Form ADV 2123156 · Aug 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PETERSON ES COINVEST, LLCPrivate Equity Fund · Last reported Aug 25, 2026$205MGross asset value

Form D fundraising filings

Peterson ES Coinvest, LLC

Fund administrator ALPINE SEVEN MIDCO, LLC SALT LAKE CITY, Utah, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP SALT LAKE CITY, Utah, United States
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

Fund details & source
Fund ID
805-1877214411
Reported beneficial owners
49
Minimum commitment
$250K
Form D file number
021-412800

Form ADV 2123156 · Aug 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PETERSON REAL ASSETS, LLCPrivate Equity Fund · Last reported Aug 25, 2026$126MGross asset value

Form D fundraising filings

Peterson Real Assets, LLC

Fund administrator ALPINE SEVEN MIDCO, LLC SALT LAKE CITY, Utah, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP SALT LAKE CITY, Utah, United States
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

Fund details & source
Fund ID
805-7009876686
Reported beneficial owners
27
Minimum commitment
$50K
Form D file number
021-287487

Form ADV 2123156 · Aug 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PETERSON SEARCH PARTNERS II, LPPrivate Equity Fund · Last reported Aug 25, 2026$97.4MGross asset value

Form D fundraising filings

Peterson Search Partners II, LP

Fund administrator ALPINE SEVEN MIDCO, LLC SALT LAKE CITY, Utah, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP SALT LAKE CITY, Utah, United States
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

Fund details & source
Fund ID
805-7307594895
Reported beneficial owners
8
Minimum commitment
$1M
Form D file number
021-413727

Form ADV 2123156 · Aug 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 25, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

2755 E. COTTONWOOD PARKWAY, SUITE 400
SALT LAKE CITY, UT, 84121, United States

CRD 159450

Filing source

Form ADV 2123156 · Aug 25, 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.