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LONE PEAK ADVISERS
Legal name: LONE PEAK ADVISERS, LLC
CRD 296772File 801-127627
APPROVED
Retail clients
Filing as of Mar 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$125.4M
Bottom 25% of cohort (national)
Discretionary AUM
$125.4M
Clients
905
905 accounts
Employees
8
Bottom 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 28, 2023
- Principal office
- 11650 SOUTH STATE STREET, SUITE 200, DRAPER, UT, 84020-7150
- Phone
- 801-855-8886
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $125.4M
- Discretionary AUM
- $125.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 905
- Non-discretionary accounts
- 0
- Total accounts
- 905
- AUM per client
- $139K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 50 | $50.0M |
| Individuals (other than high net worth individuals) | 855 | $75.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 718 | 905 | increased by187 |
| Apr 1, 2026 | AUM | $119,000,000 | $125,444,600 | increased by$6,444,600 |
| Apr 1, 2026 | Accounts | 743 | 905 | increased by162 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 10 | 8 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 440 | 718 | increased by278 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $148,039,344 | $119,000,000 | decreased by$29,039,344 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 797 | 743 | decreased by54 |
| Apr 1, 2022 | Clients | 800 | 440 | decreased by360 |
| Apr 1, 2022 | AUM | $197,000,000 | $148,039,344 | decreased by$48,960,656 |
| Apr 1, 2022 | Accounts | 800 | 797 | decreased by3 |
| Jun 1, 2021 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LONE PEAK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LONE PEAK” 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.