PEI Global Partners LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
48
Avg account
$0

Firm details

Headquarters
Tampa, Florida
CRD number
297979
Registered since
October 25, 2018

Firm profile

FINTRX

Overview

PEI Global Partners LLC is organized as a limited liability company and is registered with the SEC as of 2018. FINTRX classifies the firm as an investment bank and lists the owner type as a combination of a domestic entity and an individual. The record indicates the firm is not a capital allocator, is not identified as an active ESG investor, and is not designated a multi-state adviser. Other fields for client base, fee structure, business activities and advisory activities are blank in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Benjamin Gray

    Benjamin Gray

    Chief Compliance OfficerCRD 1946982

Contacts

3 of 47
  • Matthew Cox

    Matthew Cox

    PresidentCRD 6487106

  • Jingyu Xu

    Jingyu Xu

    Investment Banking AnalystCRD 7897982

  • Ansh Juthani

    Ansh Juthani

    AnalystCRD 8111536

Unlock 44 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth