P/E Global LLC
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Overview
P/E Global LLC is a financial advisory firm that has its headquarters in Boston, Massachusetts. The firm has $371.4 million in total assets across one customer account, placing it among the larger investment advisory firms in the United States by assets under management (AUM). The firm has an average-sized group, including 29 financial advisors. P/E Global LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as options, equities and bonds.
P/E Global LLC oversees all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction judgments for the client's account without requiring client approval. P/E Global LLC supervises an average of $371.4 million for each customer account. The typical advisor at P/E Global LLC manages fewer than one client account, placing it among the most individualized advisor firms in the country.
The company's headquarters is at 75 State Street, Boston, Massachusetts 2109. The firm is legally registered to serve investors across 4 states, including Louisiana, Massachusetts, Texas and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
P/E Global LLC by the Numbers
$371.4 million
51
1
$371.4 million
Fee Structure
A financial advisor's fees typically depend on which services the firm provides the client. However, fee types billed by the company can consist of the following fee structures: asset-based or performance-based. P/E Global LLC does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with a number of different customers. The firm provides services to investment companies, pooled investment vehicles, pension plans, state or municipal government entities and corporations. P/E Global LLC's largest client by number of accounts is pooled investment vehicles. About 41% of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
P/E Global LLC does not have any disclosures.
Please visit its Form ADV for more details.
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