# Lone Peak Global Investors, LLC

> Lone Peak Global Investors, LLC is an SEC-registered investment advisory firm in Alpine, UT, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 27, 2026.

- CRD: 153956
- Filed as: LONE PEAK GLOBAL INVESTORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alpine, UT
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153956
- AdvisorCensus page: https://advisorcensus.com/firm/lone-peak-global-investors-llc-alpine-ut-153956

## Quick answers

**How is Lone Peak Global Investors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lone Peak Global Investors, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Lone Peak Global Investors, LLC charge?**
Its Form ADV Part 2A brochure dated July 27, 2026 states: Asset-based fee: up to 1.1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lone Peak Global Investors, LLC located?**
Lone Peak Global Investors, LLC's principal office is in Alpine, UT, according to its Form ADV.

**Is Lone Peak Global Investors, LLC registered with the SEC or a state?**
Lone Peak Global Investors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 153956.

**How much does Lone Peak Global Investors, LLC manage?**
Lone Peak Global Investors, LLC reports $598,366,135 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary).

**How have Lone Peak Global Investors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Lone Peak Global Investors, LLC: Regulatory assets under management: $93,013,036 in the October 2021 data and $598,366,135 in the October 2026 data, up 543%. Total employees: 9 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lone Peak Global Investors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (125); charitable organizations (18); corporations or other businesses not listed above (6).

**Which custodians does Lone Peak Global Investors, LLC use?**
Lone Peak Global Investors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fifth Third Securities, Inc., Northern Trust Securities, Inc. and State Street Global Markets, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Lone Peak Global Investors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153956

**Does Lone Peak Global Investors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 27, 2026 says: "The minimum account size for SMA Services is $5,000,000. Under certain circumstances and in our sole discretion, we may negotiate our account minimum."

**What changed in Lone Peak Global Investors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $496,594,210 to $598,366,135 (+20%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 27, 2026)

- Asset-based fee: up to 1.1% of assets a year (the maximum the brochure states)

> LPG’s fees for SMA services are individually negotiated and range up to 1.10% of assets under management and the minimum account size is $5 million.

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> The minimum account size for SMA Services is $5,000,000. Under certain circumstances and in our sole discretion, we may negotiate our account minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fifth Third Securities, Inc.
- Northern Trust Securities, Inc.
- State Street Global Markets, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $598,366,135
- Discretionary: $598,366,135
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 125 | $132,673,534 |
| Investment companies | 1 | $136,793,387 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,552,165 |
| Charitable organizations | 18 | $198,469,533 |
| State or municipal government entities (including government pension plans) | 1 | $106,349,607 |
| Corporations or other businesses not listed above | 6 | $22,527,909 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, NY, PA, SD, UT, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [facebook/com/cliffordcap](https://facebook/com/cliffordcap)
- [lonepeakglobal.com](https://lonepeakglobal.com)
- [lonepeakglobal.com/FUNDREPORTS](https://lonepeakglobal.com/FUNDREPORTS)
- LinkedIn @lone-peak-global-investors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $93,013,036 | 9 | August 19, 2021 |
| October 2022 | $136,985,115 | 9 | September 8, 2022 |
| October 2023 | $342,218,195 | 10 | April 4, 2023 |
| October 2024 | $406,292,689 | 10 | March 22, 2024 |
| October 2025 | $496,594,210 | 10 | March 25, 2025 |
| October 2026 | $598,366,135 | 10 | July 27, 2026 |

Regulatory assets under management: $93,013,036 in the October 2021 data and $598,366,135 in the October 2026 data, up 543%.
Total employees: 9 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $496,594,210 to $598,366,135 (+20%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Changed its legal name from Clifford Capital Partners, LLC to Lone Peak Global Investors, LLC.
- No longer registered or notice-filed in LA, MO, NE, NH, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lone Peak Global Investors, LLC (CRD 153956): Form ADV filing data as of October 2026.