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PETERSON PARTNERS
PETERSON PARTNERS, LLC
CRD 159450 · SEC 801-74139
2755 E. COTTONWOOD PARKWAY, SUITE 400, SALT LAKE CITY, UT, 84121, United States
Phone
801-417-0748
Fax
844-270-1746
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.96B
Discretionary AUM
$2.96B
Team
36 total employees; 27 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 36 | $2.96B |
States served
CA, UT
All web addresses on file
- HTTP://WWW.PETERSONPARTNERS.COM
- HTTPS://X.COM/PETERSONVENTURE
- HTTP://WWW.PETERSONVENTURES.COM
- HTTPS://X.COM/PETERSONPRTNRS
- HTTPS://WWW.LINKEDIN.COM/COMPANY/PETERSON-PARTNERS/
- HTTPS://WWW.YOUTUBE.COM/@PETERSONVENTURES/FEATURED
- HTTPS://WWW.LINKEDIN.COM/COMPANY/PETERSON-SEARCH
- HTTPS://WWW.LINKEDIN.COM/COMPANY/PETERSON-VENTURES/
- https://podcasts.apple.com/us/podcast/running-stuff-a-peterson-partners-podcast/id1551503148
Official SEC filing: View on IAPD