DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

PETERSON PARTNERS

PETERSON PARTNERS, LLC, CRD 159450

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:18025e3e-1c44-304d-a7b5-09244a52adcd

Data as of Aug 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 40
Dated events: 7
On other graphs: 4
Observed: Feb 14, 2012 to Aug 25, 2026
31 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Peterson Partners

Venture manager · shared crd

Independent Sponsorsidentity

Peterson Partners

Capital provider to sponsors · shared crd

Private Equityidentity

Peterson Partners

Private equity manager · shared crd

Real Estate Fundsidentity

Peterson Partners

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.6BItem 5.F on the latest filing (2026-08-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.6B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 24
Advisory employees: 20
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 29
Individual clients: 0
High net worth clients: 0
Private funds: 28Schedule D 7.B(1)
Custody, client assets: $2.6B
SEC number: 801-74139
CRD: 159450
Filings on the tape: 31
First filed: Feb 14, 2012
Latest filed: Aug 25, 2026
Organised: Limited Liability Company, DE
Website: petersonpartners.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 36

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PETERSON PRIVATE EQUITY VIII, LP	Private Equity Fund	$244M	Mar 26, 2024	60	Mar 30, 2017	reported	021-259255
PETERSON PRIVATE EQUITY IX, LP	Private Equity Fund	$226M	Mar 26, 2024	186	Aug 14, 2020	reported	021-356380
PETERSON REAL ASSETS, LLC	Private Equity Fund	$216M	Mar 26, 2024	30	Mar 31, 2015	reported	021-287487
PETERSON PACKSIZE COINVEST, LP	Private Equity Fund	$180M	Mar 26, 2024	29	Mar 31, 2022	reported	021-399639
PETERSON VENTURE PARTNERS II, LP	Venture Capital Fund	$131M	Mar 26, 2024	61	Mar 30, 2017	reported	021-267740
PETERSON ES COINVEST, LLC	Private Equity Fund	$104M	Mar 26, 2024	49	Mar 31, 2022	reported	021-412800
PETERSON PRIVATE EQUITY X, LP	Private Equity Fund	$71.3M	Mar 26, 2024	226	Mar 31, 2023	reported	021-452069
PETERSON VENTURE PARTNERS III, LP	Venture Capital Fund	$62.9M	Mar 26, 2024	99	Mar 30, 2020	reported	021-343285
PETERSON BREEZE COINVEST, LLC	Private Equity Fund	$61.2M	Mar 26, 2024	48	Mar 31, 2021	reported	021-372264
PETERSON SEARCH PARTNERS I, LP	Private Equity Fund	$55.4M	Mar 26, 2024	83	Mar 30, 2020	reported	021-343348
PETERSON PRIVATE EQUITY VII, LP	Private Equity Fund	$53.7M	Mar 26, 2024	47	Apr 1, 2013	reported	021-190049
PETERSON PRIVATE EQUITY VIII PARALLEL, LP	Private Equity Fund	$47.9M	Mar 26, 2024	54	Mar 30, 2017	reported	021-267777
PETERSON ETHOS COINVEST, LLC	Venture Capital Fund	$41.6M	Mar 26, 2024	35	Mar 31, 2022	reported	021-397083
PETERSON SPECIAL SITUATIONS, LLC	Private Equity Fund	$41.0M	Mar 26, 2024	9	Mar 31, 2015	reported	n/a
PETERSON SEARCH PARTNERS II, LP	Private Equity Fund	$38.8M	Mar 26, 2024	8	Mar 31, 2022	reported	021-413727
PETERSON DURA COINVEST, LLC	Private Equity Fund	$30.7M	Mar 26, 2024	5	Mar 26, 2024	reported	021-494852
PETERSON PRIVATE EQUITY VI, LP	Private Equity Fund	$29.9M	Mar 26, 2024	38	Feb 14, 2012	reported	021-162887
PETERSON VENTURE PARTNERS I, LP	Venture Capital Fund	$27.7M	Mar 26, 2024	43	Apr 1, 2013	reported	021-177990
PETERSON VENTURE PARTNERS IV, LP	Venture Capital Fund	$27.1M	Mar 26, 2024	243	Mar 31, 2023	reported	021-429931
PVP OPPORTUNITY FUND I, LP	Venture Capital Fund	$17.5M	Mar 26, 2024	40	Mar 31, 2023	reported	021-432722
PETERSON LS COINVEST, LLC	Private Equity Fund	$11.3M	Mar 26, 2024	5	Mar 26, 2024	reported	021-470009
PETERSON PW COINVEST B, LLC	Private Equity Fund	$11.0M	Mar 26, 2024	1	Mar 26, 2024	reported	021-488119
PETERSON SMR COINVEST, LLC	Venture Capital Fund	$10.6M	Mar 26, 2024	27	Mar 31, 2021	reported	021-999999
PETERSON SEARCH PARTNERS I COINVEST I, LLC	Venture Capital Fund	$9.9M	Mar 26, 2024	33	Aug 14, 2020	reported	n/a
PETERSON PARTNERS IV (A), LLLP	Private Equity Fund	$9.2M	Mar 29, 2019	21	Feb 14, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
NOBLE, ERIC, DAVID	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER	Na	yes	12/2014	Dec 12, 2014	Mar 26, 2024
PETERSON PARTNERS MANAGEMENT CO, LLC	MANAGING MEMBER	E	yes	03/2021	Mar 31, 2021	Mar 26, 2024
PETERSON, CLINTON, RANDALL	CHIEF EXECUTIVE OFFICER, PRESIDENT, MANAGING DIRECTOR	C	yes	03/2021	Mar 31, 2014	Mar 26, 2024
PETERSON, CLINTON, RANDALL	CHIEF EXECUTIVE OFFICER, PRESIDENT, MANAGING DIRECTOR	Na	yes	03/2014	Mar 31, 2014	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PETERSON BREEZE COINVEST MGT, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON CSW COINVEST MGT, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON DURA COINVEST MGT, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON ES COINVEST MGT, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON ETHOS COINVEST MGT, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON LS COINVEST MGT, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON PACKSIZE COINVEST GP, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON PACKSIZE COINVEST SLP, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON PRIVATE EQUITY IX GP, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON PRIVATE EQUITY VI GP, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON PRIVATE EQUITY VII GP, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON PRIVATE EQUITY VIII GP, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON PRIVATE EQUITY X GP, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON PW COINVEST MGT, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON SEARCH PARTNERS I GP, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON SEARCH PARTNERS II GP LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON SEARCH PARTNERS ZERO MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON SMR COINVEST MGT, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON VENTURE PARTNERS I GP, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON VENTURE PARTNERS II GP, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON VENTURE PARTNERS III GP, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON VENTURE PARTNERS IV GP, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON VENTURE PARTNERS K-I GP, LLC	n/a	n/a	n/a	N	yes	n/a
PETERSON VENTURE PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a
PRA MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
PSS MANAGEMENT LLC	n/a	n/a	n/a	N	yes	n/a
PVP OPPORTUNITY FUND I GP, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN FRANCISCO	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$3.0B	$3.0B	36	27	1	35	n/a
2024	Mar 28, 2025	$2.9B	$2.9B	39	34	1	32	n/a
2023	Mar 26, 2024	$2.1B	$2.1B	39	32	1	31	$1.8B
2022	Mar 31, 2023	$2.1B	$2.1B	38	32	1	27	$2.1B
2021	Mar 31, 2022	$1.8B	$1.8B	35	32	1	26	$1.3B
2020	Mar 31, 2021	$1.1B	$1.1B	33	29	1	19	$759M
2019	Mar 30, 2020	$1.6B	$1.6B	44	28	1	19	$1.1B
2018	Mar 29, 2019	$1.4B	$1.4B	43	29	1	15	$876M
2017	Mar 30, 2018	$1.4B	$1.4B	30	21	1	15	$802M
2016	Mar 30, 2017	$1.3B	$1.3B	30	21	n/a	15	$1.3B
2015	Mar 30, 2016	$841M	$841M	32	23	n/a	13	$841M
2014	Mar 31, 2015	$777M	$777M	25	15	n/a	13	$642M
2013	Mar 31, 2014	$740M	$740M	25	15	n/a	10	$379M
2012	Apr 1, 2013	$428M	$428M	20	12	n/a	9	$161M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.6B	$2.9B	-7.9%	$2.1B	8.5%	24	39	0	1

Relationships

Advises (36)

→ PETERSON PW COINVEST, LLCPrivate fundPrivate Equity Fund, IA
Mar 26, 2024 to presentfactForm ADV
→ PETERSON BREEZE COINVEST, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ PETERSON VENTURE PARTNERS II COINVEST I, LLCPrivate fundVenture Capital Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ PETERSON REAL ASSETS, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2015 to presentfactForm ADV
→ PETERSON DURA COINVEST, LLCPrivate fundPrivate Equity Fund, IA
Mar 26, 2024 to presentfactForm ADV
→ PETERSON ETHOS COINVEST, LLCPrivate fundVenture Capital Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ PETERSON VENTURE PARTNERS K-I, LPPrivate fundVenture Capital Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ PETERSON ES COINVEST, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ PETERSON VENTURE PARTNERS III, LPPrivate fundVenture Capital Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ PETERSON SEARCH PARTNERS I COINVEST I, LLCPrivate fundVenture Capital Fund, IA
Aug 14, 2020 to presentfactForm ADV
→ PETERSON LS COINVEST, LLCPrivate fundPrivate Equity Fund, IA
Mar 26, 2024 to presentfactForm ADV
→ PETERSON PRIVATE EQUITY IX, LPPrivate fundPrivate Equity Fund, IA
Aug 14, 2020 to presentfactForm ADV
→ PETERSON CSW COINVEST, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ PETERSON SEARCH PARTNERS I, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ PETERSON PRIVATE EQUITY VIII PARALLEL, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2017 to presentfactForm ADV
→ PVP OPPORTUNITY FUND I, LPPrivate fundVenture Capital Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ PETERSON SPECIAL SITUATIONS, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2015 to presentfactForm ADV
→ PETERSON PRIVATE EQUITY VI, LPPrivate fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ PETERSON PRIVATE EQUITY VII, LPPrivate fundPrivate Equity Fund, IA
Apr 1, 2013 to presentfactForm ADV
→ PETERSON VENTURE PARTNERS IV, LPPrivate fundVenture Capital Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ PETERSON PRIVATE EQUITY VIII, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2017 to presentfactForm ADV
→ PETERSON SMR COINVEST, LLCPrivate fundVenture Capital Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ PETERSON VENTURE PARTNERS ZERO, LLCPrivate fundVenture Capital Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ PETERSON PACKSIZE COINVEST, LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ PETERSON PRIVATE EQUITY X, LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ PETERSON VENTURE PARTNERS I, LPPrivate fundVenture Capital Fund, IA
Apr 1, 2013 to presentfactForm ADV
→ PETERSON PW COINVEST B, LLCPrivate fundPrivate Equity Fund, IA
Mar 26, 2024 to presentfactForm ADV
→ PETERSON VENTURE PARTNERS II, LPPrivate fundVenture Capital Fund, IA
Mar 30, 2017 to presentfactForm ADV
→ PETERSON SEARCH PARTNERS ZERO, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2015 to presentfactForm ADV
→ PETERSON SEARCH PARTNERS II, LPPrivate fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
and 6 more

Controls (3)

← PETERSON, CLINTON, RANDALLOwnerCHIEF EXECUTIVE OFFICER, PRESIDENT, MANAGING DIRECTOR, ownership code C, individual
Mar 31, 2014 to Mar 26, 2024factForm ADV
← NOBLE, ERIC, DAVIDOwnerCHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 12, 2014 to Mar 26, 2024factForm ADV
← PETERSON PARTNERS MANAGEMENT CO, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 31, 2021 to Mar 26, 2024factForm ADV

Dated events

Occurred
Mar 28, 2025
Regulatory AUM changed
Peterson Partners reported RAUM $2.9B, up 34% from $2.1B (2024-03-26 to 2025-03-28)
Form ADVobserved 6 days ago
$729M
Occurred
Mar 31, 2022
Regulatory AUM changed
Peterson Partners reported RAUM $1.8B, up 60% from $1.1B (2021-06-17 to 2022-03-31)
Form ADVobserved 6 days ago
$684M
Occurred
Mar 31, 2021
Succession filed (Item 4)
Peterson Partners reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2021
Control person left
Clinton Joel Peterson (Executive Chairman/Managing Director) no longer on Schedule A of Peterson Partners (listed 2020-08-14, absent 2021-03-31)
Form ADVobserved 6 days ago
Occurred
Aug 14, 2020
Regulatory AUM changed
Peterson Partners reported RAUM $910.3M, down 44% from $1.6B (2020-03-30 to 2020-08-14)
Form ADVobserved 6 days ago
$-723M
Occurred
Aug 14, 2020
Control person left
Warner Weston Whitman (Member (Of Whitman/Peterson Holdings, Llc)) no longer on Schedule A of Peterson Partners (listed 2020-03-30, absent 2020-08-14)
Form ADVobserved 6 days ago
Occurred
Aug 14, 2020
Control person left
Adams Robert Whitman (Owner/Managing Member (Of Whitman/Peterson Holdings, Llc)) no longer on Schedule A of Peterson Partners (listed 2020-03-30, absent 2020-08-14)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18025e3e-1c44-304d-a7b5-09244a52adcd
First observed: Feb 14, 2012
Last observed: Aug 25, 2026 27 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PETERSON PARTNERS

PETERSON PARTNERS, LLC, CRD 159450

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:18025e3e-1c44-304d-a7b5-09244a52adcd

Data as of Aug 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:32 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PETERSON PRIVATE EQUITY VIII, LP

Private Equity Fund

$244M

Mar 26, 2024

Mar 30, 2017

reported

021-259255

PETERSON PRIVATE EQUITY IX, LP

Private Equity Fund

$226M

Mar 26, 2024

186

Aug 14, 2020

reported

021-356380

PETERSON REAL ASSETS, LLC

Private Equity Fund

$216M

Mar 26, 2024

Mar 31, 2015

reported

021-287487

PETERSON PACKSIZE COINVEST, LP

Private Equity Fund

$180M

Mar 26, 2024

Mar 31, 2022

reported

021-399639

PETERSON VENTURE PARTNERS II, LP

Venture Capital Fund

$131M

Mar 26, 2024

Mar 30, 2017

reported

021-267740

PETERSON ES COINVEST, LLC

Private Equity Fund

$104M

Mar 26, 2024

Mar 31, 2022

reported

021-412800

PETERSON PRIVATE EQUITY X, LP

Private Equity Fund

$71.3M

Mar 26, 2024

226

Mar 31, 2023

reported

021-452069

PETERSON VENTURE PARTNERS III, LP

Venture Capital Fund

$62.9M

Mar 26, 2024

Mar 30, 2020

reported

021-343285

PETERSON BREEZE COINVEST, LLC

Private Equity Fund

$61.2M

Mar 26, 2024

Mar 31, 2021

reported

021-372264

PETERSON SEARCH PARTNERS I, LP

Private Equity Fund

$55.4M

Mar 26, 2024

Mar 30, 2020

reported

021-343348

PETERSON PRIVATE EQUITY VII, LP

Private Equity Fund

$53.7M

Mar 26, 2024

Apr 1, 2013

reported

021-190049

PETERSON PRIVATE EQUITY VIII PARALLEL, LP

Private Equity Fund

$47.9M

Mar 26, 2024

Mar 30, 2017

reported

021-267777

PETERSON ETHOS COINVEST, LLC

Venture Capital Fund

$41.6M

Mar 26, 2024

Mar 31, 2022

reported

021-397083

PETERSON SPECIAL SITUATIONS, LLC

Private Equity Fund

$41.0M

Mar 26, 2024

Mar 31, 2015

reported

n/a

PETERSON SEARCH PARTNERS II, LP

Private Equity Fund

$38.8M

Mar 26, 2024

Mar 31, 2022

reported

021-413727

PETERSON DURA COINVEST, LLC

Private Equity Fund

$30.7M

Mar 26, 2024

reported

021-494852

PETERSON PRIVATE EQUITY VI, LP

Private Equity Fund

$29.9M

Mar 26, 2024

Feb 14, 2012

reported

021-162887

PETERSON VENTURE PARTNERS I, LP

Venture Capital Fund

$27.7M

Mar 26, 2024

Apr 1, 2013

reported

021-177990

PETERSON VENTURE PARTNERS IV, LP

Venture Capital Fund

$27.1M

Mar 26, 2024

243

Mar 31, 2023

reported

021-429931

PVP OPPORTUNITY FUND I, LP

Venture Capital Fund

$17.5M

Mar 26, 2024

Mar 31, 2023

reported

021-432722

PETERSON LS COINVEST, LLC

Private Equity Fund

$11.3M

Mar 26, 2024

reported

021-470009

PETERSON PW COINVEST B, LLC

Private Equity Fund

$11.0M

Mar 26, 2024

reported

021-488119

PETERSON SMR COINVEST, LLC

Venture Capital Fund

$10.6M

Mar 26, 2024

Mar 31, 2021

reported

021-999999

PETERSON SEARCH PARTNERS I COINVEST I, LLC

Venture Capital Fund

$9.9M

Mar 26, 2024

Aug 14, 2020

reported

n/a

PETERSON PARTNERS IV (A), LLLP

Private Equity Fund

$9.2M

Mar 29, 2019

Feb 14, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

NOBLE, ERIC, DAVID

CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER

yes

12/2014

Dec 12, 2014

Mar 26, 2024

PETERSON PARTNERS MANAGEMENT CO, LLC

MANAGING MEMBER

yes

03/2021

Mar 31, 2021

Mar 26, 2024

PETERSON, CLINTON, RANDALL

CHIEF EXECUTIVE OFFICER, PRESIDENT, MANAGING DIRECTOR

yes

03/2021

Mar 31, 2014

Mar 26, 2024

PETERSON, CLINTON, RANDALL

CHIEF EXECUTIVE OFFICER, PRESIDENT, MANAGING DIRECTOR

yes

03/2014

Mar 31, 2014

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PETERSON BREEZE COINVEST MGT, LLC

n/a

yes

n/a

PETERSON CSW COINVEST MGT, LLC

n/a

yes

n/a

PETERSON DURA COINVEST MGT, LLC

n/a

yes

n/a

PETERSON ES COINVEST MGT, LLC

n/a

yes

n/a

PETERSON ETHOS COINVEST MGT, LLC

n/a

yes

n/a

PETERSON LS COINVEST MGT, LLC

n/a

yes

n/a

PETERSON PACKSIZE COINVEST GP, LLC

n/a

yes

n/a

PETERSON PACKSIZE COINVEST SLP, LLC

n/a

yes

n/a

PETERSON PRIVATE EQUITY IX GP, LLC

n/a

yes

n/a

PETERSON PRIVATE EQUITY VI GP, LLC

n/a

yes

n/a

PETERSON PRIVATE EQUITY VII GP, LLC

n/a

yes

n/a

PETERSON PRIVATE EQUITY VIII GP, LLC

n/a

yes

n/a

PETERSON PRIVATE EQUITY X GP, LLC

n/a

yes

n/a

PETERSON PW COINVEST MGT, LLC

n/a

yes

n/a

PETERSON SEARCH PARTNERS I GP, LLC

n/a

yes

n/a

PETERSON SEARCH PARTNERS II GP LLC

n/a

yes

n/a

PETERSON SEARCH PARTNERS ZERO MANAGEMENT, LLC

n/a

yes

n/a

PETERSON SMR COINVEST MGT, LLC

n/a

yes

n/a

PETERSON VENTURE PARTNERS I GP, LLC

n/a

yes

n/a

PETERSON VENTURE PARTNERS II GP, LLC

n/a

yes

n/a

PETERSON VENTURE PARTNERS III GP, LLC

n/a

yes

n/a

PETERSON VENTURE PARTNERS IV GP, LLC

n/a

yes

n/a

PETERSON VENTURE PARTNERS K-I GP, LLC

n/a

yes

n/a

PETERSON VENTURE PARTNERS, LLC

n/a

yes

n/a

PRA MANAGEMENT, LLC

n/a

yes

n/a

PSS MANAGEMENT LLC

n/a

yes

n/a

PVP OPPORTUNITY FUND I GP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SAN FRANCISCO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$3.0B

n/a

2024

Mar 28, 2025

$2.9B

n/a

2023

Mar 26, 2024

$2.1B

$1.8B

2022

Mar 31, 2023

$2.1B

2021

Mar 31, 2022

$1.8B

$1.3B

2020

Mar 31, 2021

$1.1B

$759M

2019

Mar 30, 2020

$1.6B

$1.1B

2018

Mar 29, 2019

$1.4B

$876M

2017

Mar 30, 2018

$1.4B

$802M

2016

Mar 30, 2017

$1.3B

n/a

$1.3B

2015

Mar 30, 2016

$841M

n/a

$841M

2014

Mar 31, 2015

$777M

n/a

$642M

2013

Mar 31, 2014

$740M

n/a

$379M

2012

Apr 1, 2013

$428M

n/a

$161M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.6B

$2.9B

-7.9%

$2.1B

8.5%