RIA · CRD 124568SEC-Registered

Updated:

Petersen and Hicks

PETERSEN AND HICKS is an SEC-registered investment adviser in CAMPBELL, CA. The firm has 2 employees and 2 investment advisers. It is based in Campbell.

Petersen and Hicks

PETERSEN AND HICKS is an SEC-registered investment adviser in CAMPBELL, CA. The firm has 2 employees and 2 investment advisers. It is based in Campbell.

General information

Firm type

RIA

Frequently asked questions

What is the known investment mandate of Petersen and Hicks?

No investment mandate has been publicly disclosed. No primary sources — including regulatory filings, the financial press, or the firm's own communications — describe an asset-class focus, stage preference, or deployment strategy for Petersen and Hicks.

Does Petersen and Hicks accept external co-investment?

There is no public record of Petersen and Hicks participating in co-investments with external institutional partners or family offices. The firm's posture on external collaboration is undocumented.

Who leads Petersen and Hicks?

No named principals are associated with Petersen and Hicks in any public-source material. The firm does not disclose a founder, CEO, CIO, or managing director.

Where is the underlying wealth of Petersen and Hicks sourced from?

The wealth origin is not publicly disclosed. No source identifies a founding family, operating company, or liquidity event behind Petersen and Hicks.

How can an allocator diligence a firm with no public footprint?

Due diligence on Petersen and Hicks must rely entirely on counterparty-provided documentation — audited financials, direct principal interviews, and reference checks — since no independent source material exists to corroborate any aspect of the firm's operations or history.

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