PEP ADVISORY LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 166636
- Registered since
- July 31, 2013
Firm profile
FINTRXOverview
PEP Advisory LLC is organized as a limited liability company and has been SEC-registered since 2013. FINTRX classifies the firm as an investment bank rather than a traditional capital allocator or asset manager. The snapshot indicates ownership involving a domestic entity and an individual. The firm does not identify as an active ESG investor, is not listed as a multi-state adviser, and is not designated as a pension consultant or related adviser in the provided record. FINTRX does not populate fields for the firm's fee schedule, client segments, or detailed advisory activities, so public-facing descriptions of its day-to-day investment or client service model are not available in this dataset.
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
3 of 5FRANCIS BURGOYNE
Managing Director, Chief Financial OfficerCRD 4653424
Diego Kuschnir
Chief Investment OfficerCRD 3259887
MICHAEL SCHAPS
CFOCRD 1892138
Contacts
3 of 21MARCELO LAPREA
Managing Director, Investment BankingCRD 6518230
MICHAEL MONAHAN
DirectorCRD 4835580
KEVIN MACCURDY
DirectorCRD 5054854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 100 Waugh Dr
- Time zone
- CT (UTC-6)
- Office locations
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