Peterson Partners key facts
- Peterson Partners is a private equity firm based in Salt Lake City, Utah with 48 tracked portfolio companies.
- Notable positions include Ethos Technologies (Insurance Brokers) (NAS: LIFE), MUBI, Madison Reed.
About Peterson Partners
Founded in 2003, Peterson Partners is a private equity firm based in Salt Lake City, Utah. The firm prefers to invest in business services, software, internet, retail, consumer healthcare, transportation, industrial, finance technology, software-as-a-service, digital commerce, and consumer technology sectors. This firm is a Registered Investment Adviser (RIA).
Peterson Partners portfolio at a glance
48 portfolio companies are on record for Peterson Partners, including Ethos Technologies (Insurance Brokers) (NAS: LIFE), MUBI and Madison Reed.
32 of the 48 carry a recorded valuation.
Is this your firm? Sign in with your work email to keep it current, or tell us what's wrong.
Peterson Partners at the SEC
Form ADV · 2026-03 · CRD 159450- Regulatory AUM
- —
- Private fund assets
- $2.6B
- Private funds
- 35 · 12 venture, 23 private equity
- Staff
- 36
- Registered office
- SALT LAKE CITY, UT
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PETERSON PARTNERS, LLC).
- ·The top 10 names in the book — of 48 recorded positions
- ·Watchlist + alerts for Peterson Partners's activity
Portfolio
48 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Ethos Technologies (Insurance Brokers) (NAS: LIFE) | Insurance Brokers | ▮ | ▮ | ▮ |
| MUBI | — | ▮ | ▮ | ▮ |
| Madison Reed | — | ▮ | ▮ | ▮ |
+ 45 more companies · all 48, priced and dated or a free account shows the top 10 names — no card Membership and data by Private Market View | ||||
Frequently asked about Peterson Partners
- What companies does Peterson Partners invest in?
- Peterson Partners has 48 recorded portfolio companies, including Ethos Technologies (Insurance Brokers) (NAS: LIFE), MUBI, Madison Reed.
- What is Peterson Partners's AUM?
- Peterson Partners manages approximately $2.0B in assets.