Lone Peak Partners Management Lp
- Regulatory AUM
- $210M
- Discretionary
- $101M
- Clients
- 3
- Avg AUM / client
- $70.1M
- Accounts
- 3
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $53.6M | 25.5% |
| Charitable organizations | 1 | $110M | 52.2% |
| Other investment advisers | 1 | $46.9M | 22.3% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $34.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lone Peak Partners Fund, Lp | Hedge Fund | Delaware | $34.5M | 9 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Battle, Betsy, Lee | Founding Partner/Chief Investment Officer | Jan 2010 (17y) | 75% or more | |
| Askling, Steven, Edward | Chief Compliance Officer / Chief Financial Officer | Feb 2017 (10y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lone Peak Partners Llc | General Partner | Jan 2010 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $34.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lone Peak Partners Fund, Lp | Hedge Fund | $34.5M | $1.0M | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bessemer Trust $29.9M (31% of AUM) Mar 2023
- J.P. Morgan $27.1M (13% of AUM) Mar 2026
- The Vanguard Group, Inc. $24.0M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗