LONE PEAK ADVISERS, LLC
Legal name: LONE PEAK ADVISERS
CRD #296772 SEC #801-127627 DRAPER, UT 801-855-8886
SEC Registered
Total AUM
$119M
Discretionary
$119M
Employees
8
Clients
26
Accounts
743
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $119M | $119M | $0 | 8 | 0 |
| Sep 2025 | $119M | $119M | $0 | 8 | 0 |
| Aug 2025 | $119M | $119M | $0 | 8 | 0 |
| Mar 2025 | $119M | $119M | $0 | 10 | 0 |
| Jun 2024 | $114.6M | $114.6M | $0 | 10 | 0 |
| Mar 2024 | $104.3M | $104.3M | $0 | 9 | 0 |
| Jan 2024 | $148M | $148M | $0 | 9 | 0 |
| Oct 2023 | $148M | $148M | $0 | 10 | 0 |
| Oct 2023 | $148M | $148M | $0 | 10 | 0 |
| May 2023 | $148M | $148M | $0 | 10 | 0 |
| Apr 2023 | $148M | $148M | $0 | 10 | 0 |
| Mar 2023 | $148M | $148M | $0 | 10 | 0 |
| Mar 2023 | $148M | $148M | $0 | 10 | 0 |
| Mar 2023 | $148M | $148M | $0 | 10 | 0 |
| Feb 2023 | $148M | $148M | $0 | 10 | 0 |
| Mar 2022 | $148M | $148M | $0 | 10 | 0 |
| Dec 2021 | $197M | $197M | $0 | 10 | 0 |
| Nov 2021 | $197M | $197M | $0 | 10 | 0 |
| Nov 2021 | $197M | $197M | $0 | 10 | 0 |
| May 2021 | $197M | $197M | $0 | 10 | 0 |
| May 2021 | $197M | $197M | $0 | 10 | 0 |
| Mar 2021 | $197M | $197M | $0 | 9 | 0 |
| Mar 2021 | $142.2M | $141M | $1.2M | 7 | 20 |
| Jun 2020 | $142.2M | $141M | $1.2M | 6 | 20 |
| May 2020 | $142.2M | $141M | $1.2M | 5 | 20 |
| Apr 2020 | $142.2M | $141M | $1.2M | 5 | 20 |
| Jan 2020 | $142.2M | $141M | $1.2M | 5 | 20 |
| Mar 2019 | $115M | $115M | $0 | 5 | 0 |
| Feb 2019 | $115M | $115M | $0 | 5 | 0 |
| Jan 2019 | $115M | $115M | $0 | 5 | 0 |
| Dec 2018 | $119M | $119M | $0 | 5 | 0 |
| Dec 2018 | $119M | $119M | $0 | 4 | 0 |
| Sep 2018 | $119M | $119M | $0 | 4 | 0 |
| Jul 2018 | $119M | $119M | $0 | 3 | 0 |
| May 2018 | $119M | $119M | $0 | 1 | 0 |
DateNov 2025
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees8
Clients0
DateSep 2025
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees8
Clients0
DateAug 2025
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees10
Clients0
DateJun 2024
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees9
Clients0
DateJan 2024
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees10
Clients0
DateOct 2023
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees10
Clients0
DateMay 2023
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees10
Clients0
DateApr 2023
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees10
Clients0
DateFeb 2023
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees10
Clients0
DateDec 2021
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees10
Clients0
DateNov 2021
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees10
Clients0
DateNov 2021
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees10
Clients0
DateMay 2021
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees10
Clients0
DateMay 2021
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$197M
Discretionary$197M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$142.2M
Discretionary$141M
Non-Disc.$1.2M
Employees7
Clients20
DateJun 2020
Total AUM$142.2M
Discretionary$141M
Non-Disc.$1.2M
Employees6
Clients20
DateMay 2020
Total AUM$142.2M
Discretionary$141M
Non-Disc.$1.2M
Employees5
Clients20
DateApr 2020
Total AUM$142.2M
Discretionary$141M
Non-Disc.$1.2M
Employees5
Clients20
DateJan 2020
Total AUM$142.2M
Discretionary$141M
Non-Disc.$1.2M
Employees5
Clients20
DateMar 2019
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateDec 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateDec 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees1
Clients0