PETERSON PARTNERS

Overview

Peterson Partners is an LLC that operates as an independent RIA and a multifaceted fund manager, with SEC registration dating to 2012. The firm functions as a capital allocator and manager of pooled investment vehicles, primarily serving institutional clients. Its activities include sponsorship and general partner roles in pooled vehicles; it explicitly lists portfolio management for pooled investment vehicles as an advisory activity. Ownership includes both domestic entities and individual principals. Fee arrangements combine percentage-of-AUM billing, fixed fees, and performance-based fees. The firm identifies as an active ESG investor and integrates that stance into its investment approach. Peterson Partners is not registered as a multistate adviser, does not present itself as a pension consultant, and is not newly formed.

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Location & Offices