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 has been SEC-registered since 2018. The firm is classified as an investment bank rather than a traditional wealth manager or capital allocator. Ownership is described as a mix of a domestic corporate entity and an individual. Available disclosures indicate the firm does not identify as an active ESG investor and it does not operate as a multi-state adviser, pension consultant, or related adviser.
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 43
Matthew 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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