Peterson Partners Revenue, Growth & Competitor Profile

DBA Peterson Packsize Coinvest Holdings, LLC
DBA Peterson Partners IX, LP
DBA PETERSON PARTNERS, LLC
DBA PETERSON PARTNERS VIII, LP
DBA PETERSON PARTNERS VIII PARALLEL, LP

Company Profile & Annual Report for Peterson Partners

Access the complete profile.

Peterson Partners Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	2755 E. Cottonwood Parkway Suite 400 Salt Lake City, UT 84121

Note: Revenues for privately held companies are statistical evaluations.


Peterson Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Peterson Partners's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Peterson Partners is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Peterson Partners Annual Revenue and Growth Rate

Peterson Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Peterson Partners's revenues are gauged from an analysis of company filings.

Peterson Partners's Income Statement (based on Industry Averages)

Peterson Partners P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Peterson Partners has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
May 22, 2023	0	N/A	$0 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Peterson Partners is developing and marketing. Peterson Partners doesn't have any recent trademark applications, indicating Peterson Partners is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
PETERSON PARTNERS Financial services, namely, providing financing to entrepreneurs and emerging and start-up companies; private equity fund investment services	04/24/2023
PETERSON PRIVATE EQUITY Financial services, namely, providing financing to entrepreneurs and emerging and start-up companies; private equity fund investment services	04/24/2023
PETERSON VENTURES Financial services, namely, providing financing to entrepreneurs and emerging and start-up companies; private equity fund investment services	04/24/2023

See all trademarks and details in the Full Report.

Market Share of Peterson Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Peterson Partners, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Peterson Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
WOODBURY	Salt Lake City, UT	100
COTTONWOOD COMMUNITIES	Salt Lake City, UT	23
MIDWEST COMMERCIAL INTERIORS	Salt Lake City, UT	11
WASATCH ADVISORS	Salt Lake City, UT	11
ATOMIC FI	Sandy, UT	10
CYNOSURE MANAGEMENT	Salt Lake City, UT	5

Future Competition: Peterson Partners's Fastest Growing Competitors

These companies are in the same general field as Peterson Partners and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)