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Lone Peak Global Investors, LLC

● SEC registered since 2014CRD 153956SEC# 801-78911Alpine, UT
Export (members)
Reg. AUM
$598.4M
Employees
10
Accounts
152
Location
Alpine, UT

Lone Peak Global Investors, LLC assets under management

Lone Peak Global Investors, LLC is an SEC-registered investment adviser based in Alpine, UT. The firm has been registered since 2014. It reports $598.4 million in regulatory assets under management and employs 10 people.

Lone Peak Global Investors, LLC owners & executives

15 reported
NameTitleOwnershipSince
Harvey Etiterengel Olsingch ControlChief Compliance Officer/Chief Financial OfficerUnder 5%2022
Heather Dawn Pierson-Bryce ControlMember/Equity Partner/Chief Operating OfficerUnder 5%2015
Roger Allen Hill ControlManager/Principal/Portfolio Manager/President/Ceo25-50%2023
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Frequently asked questions

How much does Lone Peak Global Investors, LLC manage?

Lone Peak Global Investors, LLC reports $598.4 million in regulatory assets under management on its Form ADV.

How many employees does Lone Peak Global Investors, LLC have?

Lone Peak Global Investors, LLC reports 10 employees.

Where is Lone Peak Global Investors, LLC located?

Lone Peak Global Investors, LLC is based in Alpine, UT and has been SEC-registered since 2014.

Does Lone Peak Global Investors, LLC disclose fund performance?

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

Contact & registration

Address363 S. Main Street, Suite #101, Alpine, UT 84004
Phone385-387-1212
Fax708-575-5901
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1730467
Discloses disciplinary historyNo

Regulatory AUM

$598.4M▲ 20%
Mar '25 — $496.6MApr '25 — $496.6MMay '25 — $496.6MJun '25 — $496.6MJul '25 — $496.6MAug '25 — $496.6MSep '25 — $496.6MOct '25 — $496.6MNov '25 — $496.6MDec '25 — $496.6MJan '26 — $496.6MFeb '26 — $496.6MMar '26 — $598.4MApr '26 — $598.4MMay '26 — $598.4MJun '26 — $598.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers

Assets under management

$598.4Mregulatory AUM
Discretionary $598.4M