Pei Global Partners LLC

Broker-DealerFINRA Member
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 identifies itself as an investment bank. Public records in the dataset list the owner type as a mix of a domestic entity and an individual. The firm does not characterize itself as a capital allocator or an active ESG investor, and it is not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the available data. The dataset contains minimal detail about advisory activities, fee arrangements, client segments, or specific investment strategies. That lack of public detail limits what can be determined about how the firm sources mandates, structures fees, or positions its services relative to other private wealth or advisory firms.

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

FINTRX

Contacts

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth