L
CRD: 284298
Lone Peak Capital Management, LLC
Lehi, UT, 84043
8018555669
$10.5M Total AUM
$10.5M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-24-2017
- Office Locations
- 1
Office Locations
11650 South State Street Suite 102 Draper UT
About Lone Peak Capital Management, LLC
Lone Peak Capital Management, LLC is a Lehi-based RIA. The firm has been operating for 9 years. Managing $10.5M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Insurance, Legacy Planning.
Team overview
-- AVG AGE
$10.5M AVG AUM / ADVISOR
$402.7K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
See the complete signal summary connected to atlas.
Premium access reveals conviction themes in beacon focus capital.
See the complete signal summary connected to foundation.
Request access to benchmark trends tied to meridian.
Full visibility includes strategy notes for insight signal.
Premium access reveals conviction themes in pioneer optima alpha.
See the complete signal summary connected to capital crest.
See the complete signal summary connected to oak.
Investment Themes
Summit Pathway
Investment Vehicles
Pathway
Services
Wave Meridian Insight Atlas oak Pioneer
Owner & Executives
J
JOHN DARREN COLES
Chief Executive Officer, Managing Member, President
- CRD
- #6328737
- Ownership
- 75% or more
(826) 986-9041
vertex.ridge@capitalcapital.com
in linkedin.com/in/insight-pathway
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,468,928 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,468,928 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $10,468,928
Equity - Exchange:
26.2% Cash:
73.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,250,975,072 | 26.2% |
| Cash | $3,523,738,944 | 73.8% |
| Total | $4,774,714,016 | 100.0% |