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P/E CAPITAL INVESTMENTS

P/E CAPITAL INVESTMENT MANAGEMENT PARTNERS

CRD 172695

Advisory firmPartnership

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$9.0M

Discretionary AUM

$5.0M

Team

3 total employees; 2 advisory reps; 4 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Commissions; Performance-based fees

Org form

Partnership

Filing date

2026-06-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Educational seminars

Client types

TypeClientsAUM
Individuals60$4.0M
High net worth individuals25$5.0M

All web addresses on file

Official SEC filing: View on IAPD