PEI Global Partners LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
43
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 data as an investment bank. The firm is registered with the SEC (registration year listed as 2018). Ownership is recorded as a combination of a domestic entity and an individual. FINTRX notes several business attributes as negative flags: the firm is not listed as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not identified as a related adviser. The profile submitted to FINTRX does not include details on client types, fee schedules, advisory activities, or specific lines of business.

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

    Benjamin Gray

    Chief Compliance OfficerCRD 1946982

Contacts

3 of 42
  • Matthew Cox

    Matthew Cox

    PresidentCRD 6487106

  • Jingyu Xu

    Jingyu Xu

    Investment Banking AnalystCRD 7897982

  • Ansh Juthani

    Ansh Juthani

    AnalystCRD 8111536

Unlock 39 more contacts

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