PETERSON PARTNERS, LLC
Legal name: PETERSON PARTNERS
CRD #159450 SEC #801-74139 SALT LAKE CITY, UT 801-417-0748
SEC Registered Private Funds
Total AUM
$2.9B
Discretionary
$2.9B
Employees
39
Clients
--
Accounts
33
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.9B | $2.9B | $0 | 39 | 0 |
| Mar 2024 | $2.1B | $2.1B | $0 | 39 | 0 |
| Sep 2023 | $2.1B | $2.1B | $0 | 38 | 0 |
| Mar 2023 | $2.1B | $2.1B | $0 | 38 | 0 |
| Nov 2022 | $1.8B | $1.8B | $0 | 35 | 0 |
| Mar 2022 | $1.8B | $1.8B | $0 | 35 | 0 |
| Jun 2021 | $1.1B | $1.1B | $0 | 33 | 0 |
| Apr 2021 | $1.1B | $1.1B | $0 | 33 | 0 |
| Mar 2021 | $1.1B | $1.1B | $0 | 33 | 0 |
| Aug 2020 | $910.3M | $910.3M | $0 | 34 | 0 |
| Mar 2020 | $1.6B | $1.6B | $0 | 44 | 0 |
| Mar 2019 | $1.4B | $1.4B | $0 | 43 | 0 |
| Jun 2018 | $1.4B | $1.4B | $0 | 30 | 0 |
| Mar 2018 | $1.4B | $1.4B | $0 | 30 | 0 |
| Apr 2017 | $1.3B | $1.3B | $0 | 30 | 11 |
| Mar 2017 | $1.3B | $1.3B | $0 | 30 | 11 |
| Jun 2016 | $840.7M | $840.7M | $0 | 32 | 11 |
| Mar 2016 | $840.7M | $840.7M | $0 | 32 | 11 |
| Jan 2016 | $769.5M | $769.5M | $0 | 25 | 11 |
| Sep 2015 | $769.5M | $769.5M | $0 | 25 | 11 |
| Apr 2015 | $769.5M | $769.5M | $0 | 25 | 11 |
| Mar 2015 | $777M | $777M | $0 | 25 | 11 |
| Dec 2014 | $740M | $740M | $0 | 25 | 1 |
| Sep 2014 | $740M | $740M | $0 | 25 | 1 |
| Apr 2014 | $740M | $740M | $0 | 25 | 1 |
| Oct 2013 | $427.5M | $427.5M | $0 | 20 | 1 |
| Apr 2013 | $427.5M | $427.5M | $0 | 20 | 1 |
| Feb 2012 | $353M | $353M | $0 | -- | 1 |
DateMar 2025
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees39
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees39
Clients0
DateSep 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees38
Clients0
DateMar 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees38
Clients0
DateNov 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees35
Clients0
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees35
Clients0
DateJun 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees33
Clients0
DateApr 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees33
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees33
Clients0
DateAug 2020
Total AUM$910.3M
Discretionary$910.3M
Non-Disc.$0
Employees34
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees44
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees43
Clients0
DateJun 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees30
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees30
Clients0
DateApr 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees30
Clients11
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees30
Clients11
DateJun 2016
Total AUM$840.7M
Discretionary$840.7M
Non-Disc.$0
Employees32
Clients11
DateMar 2016
Total AUM$840.7M
Discretionary$840.7M
Non-Disc.$0
Employees32
Clients11
DateJan 2016
Total AUM$769.5M
Discretionary$769.5M
Non-Disc.$0
Employees25
Clients11
DateSep 2015
Total AUM$769.5M
Discretionary$769.5M
Non-Disc.$0
Employees25
Clients11
DateApr 2015
Total AUM$769.5M
Discretionary$769.5M
Non-Disc.$0
Employees25
Clients11
DateMar 2015
Total AUM$777M
Discretionary$777M
Non-Disc.$0
Employees25
Clients11
DateDec 2014
Total AUM$740M
Discretionary$740M
Non-Disc.$0
Employees25
Clients1
DateSep 2014
Total AUM$740M
Discretionary$740M
Non-Disc.$0
Employees25
Clients1
DateApr 2014
Total AUM$740M
Discretionary$740M
Non-Disc.$0
Employees25
Clients1
DateOct 2013
Total AUM$427.5M
Discretionary$427.5M
Non-Disc.$0
Employees20
Clients1
DateApr 2013
Total AUM$427.5M
Discretionary$427.5M
Non-Disc.$0
Employees20
Clients1
DateFeb 2012
Total AUM$353M
Discretionary$353M
Non-Disc.$0
Employees--
Clients1