{
  "crd_number": 156546,
  "slug": "lone-peak-partners-management-lp-new-york-ny-156546",
  "primary_business_name": "LONE PEAK PARTNERS MANAGEMENT LP",
  "legal_name": "LONE PEAK PARTNERS MANAGEMENT LP",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-02-15",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 210443130.0,
  "raum_discretionary": 100524338.0,
  "raum_non_discretionary": 109918792.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 109918792.0,
      "count": 1
    },
    "other_investment_advisers": {
      "raum": 46943193.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 53581145.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156546",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/lone-peak-partners-management-lp-new-york-ny-156546",
  "display_name": "Lone Peak Partners Management LP",
  "summary": "Lone Peak Partners Management LP is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Lone Peak Partners Management LP (CRD 156546): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Lone Peak Partners Management LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lone Peak Partners Management LP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Lone Peak Partners Management LP charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.2% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Lone Peak Partners Management LP located?",
      "a": "Lone Peak Partners Management LP's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Lone Peak Partners Management LP registered with the SEC or a state?",
      "a": "Lone Peak Partners Management LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156546."
    },
    {
      "q": "How much does Lone Peak Partners Management LP manage?",
      "a": "Lone Peak Partners Management LP reports $210,443,130 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (48% discretionary)."
    },
    {
      "q": "How have Lone Peak Partners Management LP's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Lone Peak Partners Management LP: Regulatory assets under management: $133,550,352 in the October 2021 data and $210,443,130 in the October 2026 data, up 58%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Lone Peak Partners Management LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1); charitable organizations (1); other investment advisers (1)."
    },
    {
      "q": "Which custodians does Lone Peak Partners Management LP use?",
      "a": "Lone Peak Partners Management LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan and The Vanguard Group as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Lone Peak Partners Management LP report any disciplinary disclosures?",
      "a": "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/156546"
    },
    {
      "q": "What changed in Lone Peak Partners Management LP's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $186,264,059 to $210,443,130 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 133550352.0,
      "total_employees": 3,
      "filing_date": "2021-02-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 136892105.0,
      "total_employees": 3,
      "filing_date": "2022-09-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 97945856.0,
      "total_employees": 3,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 171178620.0,
      "total_employees": 3,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 186264059.0,
      "total_employees": 3,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 210443130.0,
      "total_employees": 3,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $186,264,059 to $210,443,130 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.2% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.2% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The management fees may range from 0.20% to 1.5% (per annum) of assets under management with respect to each Lone Peak Portfolio"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.2,
        1.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The management fees may range from 0.20% to 1.5% (per annum) of assets under management with respect to each Lone Peak Portfolio"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "J.P. Morgan",
      "name_as_filed": "J.P. MORGAN",
      "affiliated": false
    },
    {
      "name": "The Vanguard Group",
      "name_as_filed": "THE VANGUARD GROUP",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/lone-peak-partners-management-lp-new-york-ny-156546.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 53581145.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 109918792.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": false,
      "raum": 46943193.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156546",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}