Public Equity Partners

RIASEC Registered

Total AUM

$189M

Discretionary

$42M

22% of AUM

Avg account

$94.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 126765
Registered since: July 18, 2003
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI77.78%
Pooled Investment Vehicles22.22%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Public Equity Partners is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2003. Ownership is split between individual and foreign owners. The firm serves both high-net-worth individuals and families as well as institutional clients, delivering portfolio management across individual accounts, pooled investment vehicles, and business or institutional mandates. Its fee models include percentage-of-assets, fixed fees, and performance-based arrangements. Public Equity Partners emphasizes public-market equity exposure while also employing external alternative managers; it is not identified as an active ESG investor.