# Ensign Peak Advisors

Ensign Peak Advisors is a Bank / Wealth / Trust based in Salt Lake City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Salt Lake City, United States
- **Region:** North America
- **Address:** Salt Lake City, UT, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** ensignpeakadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/ensign-peak-advisors
- **Wikidata:** Q85759404

## Regulatory record

- **Reports private funds:** No

## About

Ensign Peak Advisors is a wealth manager based in Salt Lake City, US. It manages approximately $739.3 billion in assets, primarily serving North American clients.

## Sectors

- Public Equities
- Fixed Income
- Real Estate
- Private Equity
- Venture Capital

## People

- Roger Clarke — President and CEO

## Questions

### Who makes investment decisions at Ensign Peak Advisors?

Roger Clarke serves as president and CEO and has led the firm since its formation in 1997. The investment team operates from Salt Lake City, though its size and organizational structure are not publicly disclosed. Day-to-day allocation decisions across asset classes are made internally, with external managers handling the majority of private-market commitments.

### What is the source of Ensign Peak's capital?

The portfolio is funded by surplus tithing contributions from members of The Church of Jesus Christ of Latter-day Saints. The church collects donations globally and allocates a portion not needed for immediate operating or ecclesiastical expenses to Ensign Peak for investment. The capital pool is not donor-restricted in the manner of a foundation or endowment — it functions as a general investment reserve.

### Does Ensign Peak invest directly, or through external managers?

The firm invests directly in public equities and fixed income, as evidenced by its quarterly 13F filings. Private equity, venture capital, and real estate investments are largely executed through external fund managers. Direct co-investments alongside GPs appear to be rare, based on the absence of such disclosures in deal-level reporting.

### What was the SEC action involving Ensign Peak Advisors?

In February 2023, the SEC filed a settled order alleging that the firm, over a period of more than 20 years, used a network of shell companies to mask the scale of its equity portfolio from public view, failing to file proper 13F disclosures. Ensign Peak paid a $5 million penalty and the related companies were aggregated under a single filing entity thereafter. The matter was closed in 2024.

### Does Ensign Peak Advisors reveal its public holdings?

Yes, but only because it is legally required to file a Form 13F with the SEC as an institutional investment manager. These quarterly filings disclose long positions in U.S.-listed equities. The firm does not volunteer portfolio information and maintains no public-facing reporting on its fixed income, private equity, real estate, or non-U.S. holdings.

### What is the firm's relationship to other church-owned investment vehicles?

Ensign Peak Advisors is the primary investment manager for the church's financial reserves. Other church-related entities, such as Property Reserve Inc. (commercial real estate) and Farmland Reserve Inc. (agricultural land), operate independently. Ensign Peak does not publicly disclose organizational ties to these separately run entities.

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Last updated: 2026-06-03T20:00:00.000Z

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