Lone Peak Global Investors, LLC
Lone Peak Global Investors, LLC is an SEC-registered wealth manager in Alpine, UT with $598.4M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Lone Peak Global Investors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153956, SEC 801-78911, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $598.4M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Alpine, UT
- Employees
- 10
- Clients
- 151
- CRD
- 153956
- Ownership
- Passey, David, Webb; BATCHELOR, RYAN, PAGE; Pierson-Bryce, Heather, Dawn; WCM INVESTMENT MANAGEMENT; NAITOVE, DONNA, SUE
How much AUM does Lone Peak Global Investors, LLC have?
Lone Peak Global Investors, LLC reported $598.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Lone Peak Global Investors, LLC?
Disclosed owners and executives of Lone Peak Global Investors, LLC include Passey, David, Webb, BATCHELOR, RYAN, PAGE, Pierson-Bryce, Heather, Dawn, WCM INVESTMENT MANAGEMENT, NAITOVE, DONNA, SUE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.