LONE PEAK GLOBAL INVESTORS, LLC

CRD 153956File 801-78911

APPROVED

Retail clients

Filing as of Jul 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$598.4M

Above cohort median (national)

Discretionary AUM

$598.4M

Clients

152

152 accounts

Employees

Above cohort median in UT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jan 17, 2014
Principal office: 363 S. MAIN STREET, SUITE #101, ALPINE, UT, 84004
Phone: 385-387-1212
Website: https://www.linkedin.com/company/lone-peak-global-investors

Assets & accounts

ADV Item 5F

Total regulatory AUM: $598.4M
Discretionary AUM: $598.4M
Non-discretionary AUM: $0
Discretionary accounts: 152
Non-discretionary accounts: 0
Total accounts: 152
AUM per client: $3.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$22.5M
Investment companies	1	$136.8M
Charitable organizations	18	$198.5M
High net worth individuals	125	$132.7M
Pension and profit sharing plans	Fewer than 5	$1.6M
State or municipal government entities	Fewer than 5	$106.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.