PEI GLOBAL PARTNERS LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
44
Avg account
$0

Firm details

Headquarters
TAMPA, Florida
CRD number
297979
Registered since
October 25, 2018

Firm profile

FINTRX

Overview

PEI Global Partners LLC is organized as a limited liability company and is classified in the snapshot data as an investment bank. The firm is SEC-registered (registration began in 2018) and is listed as being owned by a domestic entity and an individual. The available record does not include a description of specific advisory services, client types, or business lines beyond the investment-bank classification. The profile indicates the firm is not a capital allocator and is not identified as an active ESG investor. It is not flagged as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. No disclosures were provided about activities, affiliations, or fee structure.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • BENJAMIN GRAY

    Chief Compliance OfficerCRD 1946982

Contacts

3 of 43
  • MATTHEW COX

    PresidentCRD 6487106

  • Jingyu Xu

    Investment Banking AnalystCRD 7897982

  • Ansh Juthani

    AnalystCRD 8111536

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TAMPA, FL

HILLSBOROUGH

Location

TAMPA, FL

Headquartered in TAMPA, FL, in the South of the United States.

Region
South
County
HILLSBOROUGH
Address
1001 Water St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth