Petrie Partners Securities, LLC

Overview

Petrie Partners Securities, LLC is organized as a limited liability company and is classified in the data as an investment bank that registered with the SEC in 2004. The firm is identified as a domestic entity with individual ownership. Publicly reported attributes indicate it does not act as a capital allocator and is not flagged as an active ESG investor or a multistate investment adviser. FINTRX does not supply detail on the firm’s advisory activities, fee schedule, client mix, or typical business lines beyond the investment bank classification. That lack of disclosure suggests the entity functions primarily in a transactional or broker-dealer capacity rather than as a traditional asset manager reporting discretionary AUM.

Assets & Accounts

Location & Offices