PETRIE PARTNERS SECURITIES, LLC

Overview

Petrie Partners Securities, LLC is organized as a limited liability company and is classified as an investment bank. It has been SEC-registered since 2004. Ownership is reported as a mix of a domestic entity and an individual, indicating a hybrid corporate/individual ownership structure rather than a broad institutional parent. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, a newly formed adviser, or a related adviser, which suggests its primary role is transactional or advisory within investment banking activities rather than acting as a registered investment manager with multi-state advisory operations.

Location & Offices