PEI GLOBAL PARTNERS LLC
Firm details
- Headquarters
- TAMPA, Florida
- CRD number
- 297979
- Registered since
- October 25, 2018
- Website
- www.peigp.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1BENJAMIN GRAY
Chief Compliance OfficerCRD 1946982
Contacts
3 of 43MATTHEW COX
PresidentCRD 6487106
Jingyu Xu
Investment Banking AnalystCRD 7897982
Ansh Juthani
AnalystCRD 8111536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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