PEP Advisory LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 166636
- Registered since
- July 31, 2013
Firm profile
FINTRXOverview
PEP Advisory LLC is an SEC-registered limited liability company that has been on the SEC registry since 2013. The firm is classified in available records as an investment bank and is owned by a combination of a domestic entity and one or more individuals. Public disclosures indicate it is not positioned as a capital allocator and is not identified as an active ESG investor. The record does not list the firm's fee model, target client segments, or detailed advisory activities.
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 5
Francis Burgoyne
Managing Director, Chief Financial OfficerCRD 4653424
Diego Kuschnir
Chief Investment OfficerCRD 3259887
Michael Schaps
CFOCRD 1892138
Contacts
3 of 21
Marcelo 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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