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, Jump (Salt Lake City), WithClutch.
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).
Registered with 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).
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- ·The book's top 25 — of 48 recorded positions
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Portfolio, priced
48 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Ethos Technologies (Insurance Brokers) (NAS: LIFE) | Insurance Brokers | $1.2B | — | |
| MUBI | — | $1.1B | — | |
| Madison Reed | — | $568.0M | — | |
| Jump (Salt Lake City) | — | $525.0M | — | |
| WithClutch | — | $500.0M | — | |
| Loop Returns | — | $449.0M | — | |
| Cotopaxi | — | $280.3M | — | |
| Tilled | — | $180.0M | — | |
| Credit Key | — | $161.9M | — | |
| Casca | — | $130.0M | — | |
| Magic Mind | — | $130.0M | — | |
| Cambio | — | $104.6M | — | |
| Nara Organics | — | $90.0M | — | |
| Cylinder Health | — | $88.0M | — | |
| Medrhythms | — | $85.0M | — | |
| + 33 more companies · a free account shows the top of the book | ||||
Frequently asked
- What companies does Peterson Partners invest in?
- Peterson Partners has 48 recorded portfolio companies, including Ethos Technologies (Insurance Brokers) (NAS: LIFE), MUBI, Madison Reed, Jump (Salt Lake City).
- What is Peterson Partners's AUM?
- Peterson Partners manages approximately $2.0B in assets.