Lone Peak Partners Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $210M in regulatory assets under management, 3 employees, and 3 accounts.
Assets Under Management
$210M
Employees
3
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
745 FIFTH AVENUE, 5TH FLOOR, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 33.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
33.3%
1
2
Charitable
33.3%
1
3
Other Advisers
33.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$210Mas of March 31, 2026
Discretionary47.8%
$101M
48% of total RAUM47.8%
Non-discretionary52.2%
$110M
52% of total RAUM52.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$210M
Total Accounts3
10Y AUM Change+$125M (+145.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.