Adviser Profile
| As of Date | 03/09/2023 |
| Registration status | Registration Changed to LONE PEAK ADVISERS, LLC |
| ADV Location | DRAPER, UT, United States |
| Contact Info | 801 xxxxxxx |
| Websites |
| AUM* | 148,039,344 -25% |
| of that, discretionary | 148,039,344 -25% |
| Number of Employees | 10 |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 0 |
| Avg Account Size | 185,746 -25% |
| % High Net Worth | 0.45% -87% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
197M
169M
141M
113M
84M
56M
28M
2018
2019
2020
2021
2022
2023
Private Funds
No private funds