PEO PARTNERS, LLC

Overview

PEO Partners, LLC is an SEC-registered investment adviser organized as an LLC. The firm serves institutional clients and reports portfolio management for investment companies as well as for businesses or other institutions. Its stated fee structure includes a percentage-of-assets-under-management component and unspecified additional fees. The firm does not identify as an active ESG investor. The snapshot data characterizes ownership as a mix of a domestic entity and an individual. PEO Partners does not report itself as a capital allocator, which aligns with its use of external managers for alternatives (see Investments & Alternatives).

Assets & Accounts

Investments & Alternatives

Location & Offices