Lone Peak Global Investors, LLC

RIASEC RegisteredEst. 2014

Total AUM

$598M

Discretionary

$598M

100% of AUM

Avg account

$3.9M

Accounts

152

Employees

Advisory reps

Firm details

Headquarters: Alpine, Utah
CRD number: 153956
Registered since: January 17, 2014
Website: lonepeakglobal.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CHARLES SCHWAB & CO., INC., FIFTH THIRD SECURITIES, INC., STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Charitable Organizations33.17%
Investment Companies22.86%
HNWI22.17%
State / Municipal Government17.77%
Corporations / Businesses3.76%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lone Peak Global Investors, LLC is an institutional RIA formed in 2014 that provides discretionary portfolio management to individuals, families, investment companies and other institutions. Operated as a limited liability company with a mix of domestic entity and individual ownership, the firm charges fees based on a percentage of assets under management and does not describe itself as an active ESG investor or a pension consultant. Its stated advisory activities focus on portfolio management across individual/small business accounts, investment-company mandates and business or institutional accounts. The firm is not labeled a capital allocator; instead it uses third-party external managers for certain alternative exposures.