Public Equity Partners

RIASEC RegisteredEst. 2003

Total AUM

$187M

Discretionary

$42M

22% of AUM

Avg account

$93.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 126765
Registered since: July 18, 2003
Custodians: COMERICA SECURITIES,INC., NATIONAL FINANCIAL SERVICES LLC, T. ROWE PRICE INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI77.54%
Pooled Investment Vehicles22.46%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Public Equity Partners is a limited liability company that has been SEC-registered since 2003. Ownership is reported as a mix of individual and foreign-entity owners. The firm serves both high-net-worth individuals and families as well as institutional clients, and it provides discretionary and non-discretionary portfolio management across individual/small-business accounts, pooled investment vehicles, and institutional/business mandates. Its fee arrangements include asset-based fees, fixed fees, and performance-linked compensation. Public Equity Partners does not identify as an active ESG investor and is not designated as a multi-state adviser or pension consultant.