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PETERSON PARTNERS
Legal name: PETERSON PARTNERS, LLC
CRD 159450File 801-74139
APPROVED
Custody
Filing as of Aug 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.63B
Top 25% of cohort (national)
Discretionary AUM
$2.63B
Non-discretionary $4.3M
Clients
29
29 accounts
Employees
24
Top 10% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 30, 2012
- Principal office
- 2755 E. COTTONWOOD PARKWAY, SUITE 400, SALT LAKE CITY, UT, 84121
- Phone
- 801-417-0748
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.63B
- Discretionary AUM
- $2.63B
- Non-discretionary AUM
- $4.3M
- Discretionary accounts
- 28
- Non-discretionary accounts
- 1
- Total accounts
- 29
- AUM per client
- $90.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 29 | $2.63B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 26, 2026 | Employees | 36 | 24 | decreased by12 |
| Aug 26, 2026 | Clients | 36 | 29 | decreased by7 |
| Aug 26, 2026 | AUM | $2,963,833,306 | $2,630,444,582 | decreased by$333,388,724 |
| Aug 26, 2026 | Accounts | 36 | 29 | decreased by7 |
| Apr 1, 2026 | Employees | 39 | 36 | decreased by3 |
| Apr 1, 2026 | Clients | 32 | 36 | increased by4 |
| Apr 1, 2026 | AUM | $2,855,210,128 | $2,963,833,306 | increased by$108,623,178 |
| Apr 1, 2026 | Accounts | 33 | 36 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 39 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 26 | 32 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,816,331,370 | $2,855,210,128 | increased by$1,038,878,758 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 26 | 33 | increased by7 |
| Apr 1, 2022 | Employees | 33 | 35 | increased by2 |
| Apr 1, 2022 | Clients | 19 | 26 | increased by7 |
| Apr 1, 2022 | AUM | $1,131,924,130 | $1,816,331,370 | increased by$684,407,240 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PETERSON PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PETERSON PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
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.