P/E Global LLC

RIASEC RegisteredEst. 2011

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$342M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 155642
Registered since: February 7, 2011
Website: www.peinvestments.com
Custodians: STATE STREET BANK AND TRUST COMPANY, BNP PARIBAS SECURITIES CORP., GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pension & Profit Sharing Plans40.97%
Sovereign Wealth Funds29.2%
Charitable Organizations17.56%
Pooled Investment Vehicles12.28%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

P/E Global LLC is an SEC-registered limited liability company formed in 2011 that operates as a hedge fund-style adviser serving primarily institutional clients. The firm provides portfolio management across a range of vehicle types — including pooled vehicles and investment companies — and offers pension consulting services. It also performs commodity pool operator/commodity trading advisor (CPO/CTA) functions and acts as sponsor, general partner, or managing member for pooled investment vehicles. The adviser charges a combination of asset-based fees and performance fees and does not identify as an active ESG investor or a multi-state adviser.