Peterson Partners

Peterson Partners, LLC provides discretionary investment advisory services exclusively to a suite of private investment funds, including multiple private equity, search, venture capital funds and transaction‑specific special purpose vehicles. The firm reports managing roughly $2.96 billion in discretionary fund assets and focuses on pooled vehicles rather than individual retail accounts.

Peterson’s investment approach emphasizes opportunistic private equity and venture capital investments, typically targeting companies with generally more than $10 million in revenue, positive cash flow and scalable growth prospects, while pursuing both control and minority positions. The firm works closely with portfolio management—providing strategic support in areas such as sales, personnel and finance—and allocates decisions through investment committees for each fund, often structuring co‑invest and SPV vehicles alongside the main funds.

The firm’s ADV and marketing disclosures note several uncommon practices for pooled‑vehicle managers, including the use of testimonials, predecessor performance, third‑party ratings and endorsements in its promotional materials, and the brochure highlights potential conflicts from allocating in‑house legal, accounting and Entrepreneur‑in‑Residence costs to funds. Peterson also discloses a notable affiliation with a family office that co‑invests in its funds and maintains an unusually broad set of personal investments, and it explicitly addresses the firm’s increasing use of AI technologies and the operational and regulatory risks those tools may bring.