# PETERSON PARTNERS

PETERSON PARTNERS of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 159450
- Type: SEC-registered investment adviser
- SEC file number: 801-74139
- Location: 2755 E. COTTONWOOD PARKWAY, SALT LAKE CITY, UT, 84121
- Phone: 801-417-0748
- Latest filing: 2026-08-25
- Regulatory AUM: $2.6B
- Discretionary AUM: $2.6B
- Non-discretionary AUM: $4.3M
- Clients: 24
- Accounts: 29

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Investment cos

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| [Clinton Randall Peterson](https://search.stillhousedata.com/person/697712) | CHIEF EXECUTIVE OFFICER, PRESIDENT, MANAGING DIRECTOR | — |
| [Eric David Noble](https://search.stillhousedata.com/person/707357) | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| [CAPELL PHILIP J](https://search.stillhousedata.com/person/734109) | MEMBER (OF PETERSON VENTURE PARTNERS, LLC) | — |
| [DIBARTOLO JOSEPH MAURICE](https://search.stillhousedata.com/person/736813) | CHIEF COMPLIANCE OFFICER - PETERSON PARTNERS INC. & ALL RELYING ADVISORS | — |
| [COPE BRANDON KRONRAD](https://search.stillhousedata.com/person/772408) | MANAGING MEMBER (OF PETERSON VENTURE PARTNERS, LLC); MEMBER (OF PETERSON VENTURE PARTNERS, LLC); PARTNER (OF PETERSON PARTNERS, INC.) (+3 more) | — |
| [PETERSON DANIEL STAKER](https://search.stillhousedata.com/person/772409) | CCO - PETERSON PARTNERS INC. & ALL RELYING ADVISORS; CHIEF ADMINISTRATIVE OFFICER & MANAGING DIRECTOR (OF PETERSON PARTNERS, INC.); CHIEF COMPLIANCE OFFICER (+5 more) | — |
| [PETERSON JOEL CLINTON](https://search.stillhousedata.com/person/772410) | CHIEF EXECUTIVE OFFICER (OF PETERSON PARTNERS, INC.); EXECUTIVE CHAIRMAN/MANAGING DIRECTOR; EXECUTIVE CHAIRMAN OF PETERSON PARTNERS INC./MANAGING DIRECTOR (+5 more) | — |
| [HANSEN JEFFREY SCOTT](https://search.stillhousedata.com/person/778516) | PARTNER; PARTNER (OF PETERSON PARTNERS, INC.) | — |
| [FULLER MARC A](https://search.stillhousedata.com/person/813273) | PARTNER; PARTNER (OF PETERSON PARTNERS, INC.) | — |
| [WHITMAN WESTON WARNER](https://search.stillhousedata.com/person/814926) | MEMBER (OF WHITMAN/PETERSON HOLDINGS, LLC); MEMBER (OF WHITMAN/PETERSON, LLC); OWNER/MANAGING MEMBER (OF WHITMAN/PETERSON HOLDINGS, LLC) | — |
| [WHITMAN ROBERT ADAMS](https://search.stillhousedata.com/person/814927) | OWNER/MANAGING MEMBER; OWNER/MANAGING MEMBER (OF WHITMAN/PETERSON HOLDINGS, LLC) | — |
| [PETERSON CLINTON RANDALL](https://search.stillhousedata.com/person/814928) | CHIEF EXECUTIVE OFFICER, PRESIDENT, MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER, PRESIDENT, MANAGING DIRECTOR (OF PETERSON PARTNERS INC.) | — |
| [NOBLE ERIC DAVID](https://search.stillhousedata.com/person/814929) | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER - PETERSON PARTNERS INC. & ALL RELYING ADVISORS; DIRECTOR OF FINANCE, CHIEF COMPLIANCE OFFICER - PETERSON PARTNERS INC. & ALL RELYING ADVISORS | — |
| [DAY MATTHEW C](https://search.stillhousedata.com/person/814930) | PARTNER; PARTNER (OF PETERSON PARTNERS, INC.) | — |
| [JENSEN HEATHER MADSEN](https://search.stillhousedata.com/person/835150) | COMPLIANCE OFFICER (OF WHITMAN/PETERSON, LLC) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159450/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159450/similar
- Related entities: https://search.stillhousedata.com/firm/159450/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159450

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.