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Lone Peak Advisers, LLC

● SEC registered since 2023CRD 296772SEC# 801-127627Draper, UT
Export (members)
Reg. AUM
$119M
Employees
8
Accounts
743
Location
Draper, UT

Lone Peak Advisers, LLC assets under management

Lone Peak Advisers, LLC is an SEC-registered investment adviser based in Draper, UT. The firm has been registered since 2023. It reports $119 million in regulatory assets under management and employs 8 people.
www.lonepeakadvisers.comView on SEC.gov ↗

Lone Peak Advisers, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brad Jedd MyersSupervisory Principal & Chief Compliance OfficerUnder 5%2023
David William James ControlManager/PrincipalOver 75%2018

Frequently asked questions

How much does Lone Peak Advisers, LLC manage?

Lone Peak Advisers, LLC reports $119 million in regulatory assets under management on its Form ADV.

How many employees does Lone Peak Advisers, LLC have?

Lone Peak Advisers, LLC reports 8 employees.

Where is Lone Peak Advisers, LLC located?

Lone Peak Advisers, LLC is based in Draper, UT and has been SEC-registered since 2023.

Does Lone Peak Advisers, LLC disclose fund performance?

Lone Peak Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11650 South State Street, Suite 200, Draper, UT 84020-7150
Phone801-855-8886
Fax877-877-4015
Office hours08:00a.m. - 05:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$119M
Non-discretionary$0
Total (RAUM)$119M