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LONE PEAK GLOBAL INVESTORS, LLC
CRD 153956 · SEC 801-78911
363 S. MAIN STREET, SUITE #101, ALPINE, UT, 84004, United States
Phone
385-387-1212
Fax
708-575-5901
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$598.4M
Discretionary AUM
$598.4M
Team
10 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)PROVIDE MODEL PORTFOLIO RECOMMENDATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 125 | $132.7M |
| Investment companies | 1 | $136.8M |
| Pension/profit sharing plans | 1 | $1.6M |
| Charitable organizations | 18 | $198.5M |
| State/municipal entities | 1 | $106.3M |
| Corporations/business entities | 6 | $22.5M |
States served
CA, IL, NY, PA, UT, WI, FL, SD
All web addresses on file
Official SEC filing: View on IAPD