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P/E GLOBAL LLC
CRD 155642 · SEC 801-72133
75 STATE STREET, 31ST FLOOR, BOSTON, MA, 02109, United States
Phone
617-933-4500
Fax
617-933-4505
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.71B
Discretionary AUM
$1.71B
Team
62 total employees; 36 advisory reps; 91 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 5 | $0 |
| Pooled investment vehicles | 36 | $209.9M |
| Pension/profit sharing plans | 14 | $700.0M |
| State/municipal entities | 6 | $0 |
| Corporations/business entities | 21 | $0 |
States served
LA, MA, WY, TX
All web addresses on file
Official SEC filing: View on IAPD