# Lone Peak Partners Management LP

> 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.

- CRD: 156546
- Filed as: LONE PEAK PARTNERS MANAGEMENT LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156546
- AdvisorCensus page: https://advisorcensus.com/firm/lone-peak-partners-management-lp-new-york-ny-156546

## Quick answers

**How is Lone Peak Partners Management LP compensated?**
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.

**How much does Lone Peak Partners Management LP charge?**
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.

**Where is Lone Peak Partners Management LP located?**
Lone Peak Partners Management LP's principal office is in New York, NY, according to its Form ADV.

**Is Lone Peak Partners Management LP registered with the SEC or a state?**
Lone Peak Partners Management LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156546.

**How much does Lone Peak Partners Management LP manage?**
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).

**How have Lone Peak Partners Management LP's assets and staff changed since 2021?**
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.

**What types of clients does Lone Peak Partners Management LP serve?**
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).

**Which custodians does Lone Peak Partners Management LP use?**
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.

**Does Lone Peak Partners Management LP 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/156546

**What changed in Lone Peak Partners Management LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $186,264,059 to $210,443,130 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.2% to 1.5% a year (a range, as the brochure states it)

> The management fees may range from 0.20% to 1.5% (per annum) of assets under management with respect to each Lone Peak Portfolio

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

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan
- The Vanguard Group

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: $210,443,130
- Discretionary: $100,524,338
- Non-discretionary: $109,918,792

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $53,581,145 |
| Charitable organizations | 1 | $109,918,792 |
| Other investment advisers | 1 | $46,943,193 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $133,550,352 | 3 | February 8, 2021 |
| October 2022 | $136,892,105 | 3 | September 27, 2022 |
| October 2023 | $97,945,856 | 3 | March 29, 2023 |
| October 2024 | $171,178,620 | 3 | March 20, 2024 |
| October 2025 | $186,264,059 | 3 | March 27, 2025 |
| October 2026 | $210,443,130 | 3 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $186,264,059 to $210,443,130 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lone Peak Partners Management LP (CRD 156546): Form ADV filing data as of October 2026.