# Peterson Partners

> 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.

- CRD: 159450
- Filed as: PETERSON PARTNERS
- Legal name: Peterson Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159450
- AdvisorCensus page: https://advisorcensus.com/firm/peterson-partners-salt-lake-city-ut-159450

## Quick answers

**How is Peterson Partners compensated?**
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.

**Where is Peterson Partners located?**
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).

**Is Peterson Partners registered with the SEC or a state?**
Peterson Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159450.

**How much does Peterson Partners manage?**
Peterson Partners reports $2,630,444,582 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).

**How have Peterson Partners' assets and staff changed since 2021?**
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.

**What types of clients does Peterson Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (29).

**Does Peterson Partners 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/159450

**What changed in Peterson Partners' recent Form ADV filings?**
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.

## 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

### Regulatory assets under management (Item 5.F)
- Total: $2,630,444,582
- Discretionary: $2,626,146,954
- Non-discretionary: $4,297,628

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 29 | $2,630,444,582 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 24 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Lehi, UT
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- [petersonpartners.com](https://petersonpartners.com)
- [podcasts.apple.com/us/podcast/running-stuff-a-peterson-partners-podcast/id1551503148](https://podcasts.apple.com/us/podcast/running-stuff-a-peterson-partners-podcast/id1551503148)
- LinkedIn @PETERSON-PARTNERS
- LinkedIn @PETERSON-SEARCH
- X @PETERSONPRTNRS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,131,924,130 | 33 | June 17, 2021 |
| October 2022 | $1,816,331,370 | 35 | March 31, 2022 |
| October 2023 | $2,057,792,608 | 38 | September 6, 2023 |
| October 2024 | $2,126,417,239 | 39 | March 26, 2024 |
| October 2025 | $2,855,210,128 | 39 | March 28, 2025 |
| October 2026 | $2,630,444,582 | 24 | August 25, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- 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.

### June 2026
- Added an office in Lehi, UT.

### April 2026
- Employees performing advisory functions went from 34 to 27.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peterson Partners (CRD 159450): Form ADV filing data as of October 2026.