# Petersen and Hicks

Petersen and Hicks is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 124568
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124568

## About

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

## 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.

### 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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Last updated: 2026-07-06T01:24:23.134Z

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