Peterson Partners

Fee-Only (% of Portfolio)Fixed/Hourly

Peterson Partners is an investment advisory firm that manages private equity and venture capital funds. Peterson's strategy is to be the preferred capital partner to entrepreneurs and founders of businesses in making opportunistic private equity investments. Peterson also helps company leaders as they consider and implement strategies in areas such as sales, personnel, and finance.

Assets Under Management$2.9B
Clients32
AdvisorsN/A
Avg. per Client$89M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Peterson Partners manages private investment funds and receives a quarterly management fee from each fund, ranging from 1.0% to 2.5% per year. This fee is based on a percentage of capital commitments or funded capital contributions. Peterson may also receive fees from portfolio companies, including director's fees, management fees, advisory fees, consulting fees, monitoring fees, brokers' and finders' fees, transaction fees, investment banking fees, and net breakup fees.

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