P/E Global LLC
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
FINTRXOverview
P/E Global LLC is a hedge fund organized as an LLC that is registered with the SEC (registration year 2011). The firm primarily serves institutional clients and operates in both advisory and commodity/managed futures roles (listed as a CPO/CTA). Its advisory remit includes portfolio management across individuals/small businesses, investment companies, pooled investment vehicles, and institutional clients, and it also provides pension consulting services. Compensation is a mix of a percentage-of-AUM fee and performance-based (incentive) fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents11%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$1.6B in ETFs
100%
$1.6B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $640M | 912,805 | 39.37% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 75 State St
- Time zone
- ET (UTC-5)
- Office locations
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