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LONE PEAK GLOBAL INVESTORS, LLC

ALPINE, UT · CRD 153956 · IAPD ↗ · 385-387-1212

$598.4MRegulatory AUM
5Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — CLIFFORD CAPITAL PARTNERS, LLC is now doing business as LONE PEAK GLOBAL INVESTORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2026 — LONE PEAK GLOBAL INVESTORS, LLC crossed $500M in regulatory AUM ($496.6M -> $598.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.