Public Equity Partners

RIASEC RegisteredEst. 2003

Total AUM

$187M

Discretionary

$42M

22% of AUM

Avg account

$93.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 126765
Registered since: July 18, 2003
Custodians: COMERICA SECURITIES,INC., NATIONAL FINANCIAL SERVICES LLC, T. ROWE PRICE INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI77.54%
Pooled Investment Vehicles22.46%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Public Equity Partners is an SEC-registered institutional RIA organized as a limited liability company and in operation since 2003. The firm serves both individual/family and institutional clients and provides portfolio management across separate accounts, pooled investment vehicles, and business or institutional mandates. Ownership is a combination of a foreign entity and an individual. Its fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. The adviser is not classified as a capital allocator and does not identify as an active ESG investor.