Lone Peak Global Investors, LLC

$598.4MAssets under management
as of Jul 2026 · SEC Form ADV
Alpine, UT
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No one at Lone Peak Global Investors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Lone Peak Global Investors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Northern Trust
Per Form ADV · $149M held · filed Mar 2024
Fifth Third Securities, Inc.
Per Form ADV · $131M held · filed Mar 2024
Schwab
Per Form ADV · $113M held · filed Mar 2024
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