Lone Peak Partners Management Lp

Lone Peak Partners Management LP is a Delaware limited partnership registered with the SEC as an investment adviser since July 2009. The firm, led by Founding Partner and Chief Investment Officer Betsy Battle, specializes in providing investment management services to Lone Peak Portfolios, including a private investment fund and separately managed accounts. The firm's investment strategy focuses on achieving attractive risk-adjusted returns by investing with a diversified group of professional portfolio managers. Lone Peak seeks to reduce risk and volatility while maintaining performance in various market environments. For investors, the minimum initial subscription to the private investment fund is $1,000,000, with a minimum account size of $10 million for separately managed accounts. Lone Peak charges management fees ranging from 0.20% to 1.5% per annum and may receive performance-based compensation up to 5.0% based on the performance of the portfolios. The firm does not participate in wrap fee programs and has assets under management totaling $186,264,059 as of December 31, 2024. Lone Peak does not vote proxies, has discretionary investment authority, and maintains custody of client assets at a qualified custodian. The firm does not solicit prepayment of fees exceeding $1,200 per client six months in advance. Lone Peak has not been involved in any legal or regulatory actions that would impact its advisory business. The firm's Code of Ethics emphasizes fiduciary responsibilities and compliance with laws and regulations. Lone Peak also has a privacy policy to protect investors' personal information.