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 has been SEC-registered since 2018. Ownership is identified as a mix of a domestic entity and an individual. The profile data flags several negative attributes rather than service details: the firm is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not marked as a pension consultant or related adviser. The submission did not include descriptions of fee schedules, specific business lines, advisory activities, client segments, or other operating details.
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
Principal Operations OfficerCRD 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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