Form D · Pooled Investment Fund

Peterson ES Coinvest, LLC

Salt Lake City, UT · CIK 0001882186

Offering snapshot reported Sep 9, 2021 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 9, 2021InitialYet to sellNo comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-412800

Source: Form D, filed Sep 9, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

PETERSON ES COINVEST, LLC

Investment adviser: PETERSON PARTNERS, LLC

Gross asset value
$205M
Beneficial owners
49
ADV minimum commitment
$250K

Reported in Form ADV on Aug 25, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2123156 · Aug 25, 2026 · Schedule D 7.B.(1), fund 805-1877214411

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Eric Noble Executive
Clint Peterson Director, Executive
Joel Peterson Director
N/A Peterson Es Coinvest Mgt, Llc Director
N/A Peterson Partners, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2755 E. Cottonwood Parkway, Suite 400
Salt Lake City, UT, 84121