Lone Peak Partners Management Lp
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Overview
Lone Peak Partners Management Lp operates as an advisory company based in New York, New York. The company handles $97.9 million in assets under management over four accounts. The firm has a small group, including 2 financial advisors. Lone Peak Partners Management Lp is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like stocks, options and bonds.
Lone Peak Partners Management Lp oversees two of the company's client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments for the client's account are made by a portfolio manager without requiring client consent. The firm also manages two non-discretionary accounts totaling $37.5 million in assets under management. The advisory firm administers about $24.5 million for every customer account. An average financial advisor at Lone Peak Partners Management Lp administers about two client accounts, placing it among the most personalized advisor firms in the country.
The firm's headquarters is at 745 Fifth Avenue, New York, New York 10151. The firm is legally permitted to provide services to investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lone Peak Partners Management Lp by the Numbers
$97.9 million
3
4
$24.5 million
Fee Structure
Fees for financial management typically are based on which services the firm provides the client. However, fees charged by the firm likely consist of some combination of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Lone Peak Partners Management Lp works with high net worth investors, pooled investment vehicles, charitable organizations and other investment advisers. Out of its four clients, Lone Peak Partners Management Lp's largest client by number of accounts is other investment advisers, although it also caters to one high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 33.33%
- Other Individuals - 0%
- Corporations - 33.33%
- Charitable Organizations - 33.33%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lone Peak Partners Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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