Peterson Partners

Investment decisions are led by the partnership group, which includes Managing Partner Clint Peterson, Senior Partner Marc Fuller, and Partners Dan Hanks, Brett Stohlton, and Spencer Clawson. The venture strategy, Peterson Ventures, draws additional leadership from partners Ilana Stern, Ben Capell, and Taylor Jones. The firm does not designate a single CIO.

Peterson Partners is an independent asset manager, not a family office. It traces its roots to Joel Peterson's personal investing and operating experience at Trammell Crow Company, but the firm has always raised and deployed third-party capital across institutional private equity and venture strategies.

The firm draws on a web of relationships tied to Joel Peterson's 25‑year teaching tenure at Stanford GSB and the broader Brigham Young University network where many partners earned degrees. Additionally, its in‑house search fund practice generates a proprietary pipeline of operator‑led acquisitions that larger institutional funds rarely see at inception.

Peterson Partners invests directly into operating companies through its private equity and venture capital strategies. It also operates a search fund model that effectively incubates and backs individual operators acquiring a single company — a structure that sits between direct investing and a traditional blind-pool fund commitment.

Its private equity strategy targets profitable companies across buyouts, co-investments, and complex situations. Its Peterson Ventures arm deploys capital at the seed and startup stages. The search fund practice backs operators at the earliest stage of an acquisition-driven entrepreneurship path — essentially pre‑revenue or small‑cap buyout.