{
  "crd_number": 159450,
  "slug": "peterson-partners-salt-lake-city-ut-159450",
  "primary_business_name": "PETERSON PARTNERS",
  "legal_name": "PETERSON PARTNERS, LLC",
  "dbas": [],
  "city": "Salt Lake City",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41620",
  "metro": {
    "cbsa_code": "41620",
    "common_name": "Salt Lake City",
    "msa_name": "Salt Lake City-Murray, UT",
    "path": "/advisors/ut/salt-lake-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-30",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-08-25",
  "carried_forward": false,
  "raum_total": 2630444582.0,
  "raum_discretionary": 2626146954.0,
  "raum_non_discretionary": 4297628.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 24,
  "advisory_employees": 20,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 2630444582.0,
      "count": 29
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "UT"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/PETERSON-PARTNERS",
    "https://linkedin.com/COMPANY/PETERSON-SEARCH",
    "https://petersonpartners.com",
    "https://podcasts.apple.com/us/podcast/running-stuff-a-peterson-partners-podcast/id1551503148",
    "https://x.com/PETERSONPRTNRS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159450",
  "city_as_filed": "SALT LAKE CITY",
  "url": "https://advisorcensus.com/firm/peterson-partners-salt-lake-city-ut-159450",
  "display_name": "Peterson Partners",
  "summary": "Peterson Partners is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 25, 2026.",
  "citation": "AdvisorCensus. Peterson Partners (CRD 159450): 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)"
  ],
  "quick_answers": [
    {
      "q": "How is Peterson Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Peterson Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Peterson Partners located?",
      "a": "Peterson Partners' principal office is in Salt Lake City, UT, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Peterson Partners registered with the SEC or a state?",
      "a": "Peterson Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159450."
    },
    {
      "q": "How much does Peterson Partners manage?",
      "a": "Peterson Partners reports $2,630,444,582 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Peterson Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Peterson Partners: Regulatory assets under management: $1,131,924,130 in the October 2021 data and $2,630,444,582 in the October 2026 data, up 132%. Total employees: 33 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Peterson Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (29)."
    },
    {
      "q": "Does Peterson Partners 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/159450"
    },
    {
      "q": "What changed in Peterson Partners' recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 27 to 20. Regulatory assets under management went from $2,963,833,306 to $2,630,444,582 (-11%). No longer lists an office in Lehi, UT. No longer lists an office in San Francisco, CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1131924130.0,
      "total_employees": 33,
      "filing_date": "2021-06-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1816331370.0,
      "total_employees": 35,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2057792608.0,
      "total_employees": 38,
      "filing_date": "2023-09-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2126417239.0,
      "total_employees": 39,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2855210128.0,
      "total_employees": 39,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2630444582.0,
      "total_employees": 24,
      "filing_date": "2026-08-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 27 to 20.",
        "Regulatory assets under management went from $2,963,833,306 to $2,630,444,582 (-11%).",
        "No longer lists an office in Lehi, UT.",
        "No longer lists an office in San Francisco, CA."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Added an office in Lehi, UT."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 34 to 27."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/peterson-partners-salt-lake-city-ut-159450.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 29,
      "fewer_than_5": false,
      "raum": 2630444582.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/159450",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}