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 dataset as an investment bank. The firm is SEC-registered (since 2018) and its ownership is recorded as a mix of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The dataset does not include descriptions of the firm’s advisory activities, fee structure, or client segments.
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 1
Benjamin Gray
Chief Compliance OfficerCRD 1946982
Contacts
3 of 48
John Bills
PartnerCRD 3103616
Kathy Sipinick
FinOpCRD 3248100
Kevin Phillips
Managing PartnerCRD 4256473
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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