Form D · Private Equity Fund

Peterson Partners IX, LP

Salt Lake City, UT · CIK 0001796395

Offering snapshot reported Dec 23, 2020 · SEC filing

Reported sold: $182M
Investors reported: 79
Minimum accepted: $0
First sale: Feb 14, 2020

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 79

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 23, 2020	Amendment	$182,150,000	No comparison	79	SEC filing
Dec 24, 2019	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C.7, 3C
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-356380

Source: Form D, filed Dec 23, 2020. 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 PRIVATE EQUITY IX, LP

Investment adviser: PETERSON PARTNERS, LLC

Gross asset value: $391M
Beneficial owners: 186
ADV minimum commitment: $2M

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 805-2908727211

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Peterson Partners VI, L.P.	Jul 14, 2011	$2,322,250	30
Peterson Partners VII, L.P.	Jan 11, 2013	$150,000	1
PETERSON PARTNERS VIII, LP	Jul 27, 2016	$138,450,000	25
Peterson Partners IX, LP (this fund)	Dec 23, 2020	$182,150,000	79

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
Name	Reported role
Matthew Day	Executive
Marc Fuller	Executive
Robert Hansen	Executive
Eric Noble	Executive
Clint Peterson	Director, Executive
Joel Peterson	Director
N/A Peterson Partners, Inc.	Executive
. Peterson Partners, Inc.	Executive
N/A Peterson Partners Ix Gp, Llc	Director
. Peterson Partners Ix Gp, Llc	Director
Bret Stohlton	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

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