PRIVATE EQUITY INVESTORS, INC.

RIASEC RegisteredEst. 2012
Total AUM
$85.4M
Discretionary
$85.4M
100% of AUM
Avg account
$42.7M
Accounts
2
Employees
4
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
160559
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Private Equity Investors, Inc. is a small, institutionally focused adviser that manages pooled investment vehicles and serves as the sponsor and managing member of private funds. The firm’s business model centers on running private equity vehicles rather than providing broad retail advisory services. Its client base is concentrated and institutional, and its compensation mixes a traditional asset-based fee with performance-based carry or incentive fees, reflecting a manager-first approach to aligning returns and manager economics. The firm does not position itself as an ESG-active allocator and is not organized as a multi-state adviser. Its regulatory history shows SEC registration in 2012 and ownership by an individual owner structure. Operationally, the firm acts as general partner and manager for pooled vehicles, which drives how capital is sourced, deployed and reported.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CHARLES CAMPBELL

    General Counsel and Chief Compliance OfficerCRD 6631718

Contacts

2 of 2
  • DAVID PARSHALL

    Co-Founder & Managing DirectorCRD 2091860

  • CHARLES STETSON

    Co-Founder & Managing DirectorCRD 435743

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
505 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth