PEO Partners, LLC

RIASEC RegisteredEst. 2024

Total AUM

$13.3M

Discretionary

$13.3M

100% of AUM

Avg account

$13.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 311201
Registered since: October 10, 2024
Website: www.peo-partners.com
Fee structure: Percentage of AUM, Other
Client types: Investment Companies100%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

PEO Partners, LLC is a limited liability company that operates as an institutional registered investment adviser. The firm registered with the SEC in 2024 and focuses on serving institutional clients, providing portfolio management services for investment companies as well as for businesses and other institutions. Its primary fee model includes a percentage-of-AUM component alongside other fee arrangements. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and does not advertise pension consulting or multi-state advisory status.