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 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
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 42
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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