SourcingSourcing

P/E GLOBAL LLC

C26
CRD 155642·SEC 801-72133·BOSTON, MA
AUM
$1.71B
$1B+
Est. Revenue
$17.1M
@ 1% on AUM
Est. EBITDA
$5.1M
@ 30% margin
Est. Deal Value
$41.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
P/E GLOBAL LLC
CRD
155642
SEC file #
801-72133
EIN
812508137
DBA names
—

Economics

AUM
$1.71B
AUM band
$1B+
AUM trajectory
'25'26
$702.6M → $1.71B▲ +143%
Client mix
Pooled Investment Vehicles36
Corporations21
Pension Profit Sharing Plans14
State Or Municipal Govt6
Investment Companies5

Operations

Employees (total)
62
Advisory staff (per ADV)
36
Advisory staff (5-yr trend)
'20'26
24 advisors → 36 advisors▲ +50%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
linkedin.com/company/p-e-investments-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
P/E INVESTMENTS LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
P/E INVESTMENTS LLC
P/E STRATEGIC LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
4,065,625
Form 5500 Compensation Trajectory 3y
20252,225,940
20261,839,685
Form 5500 Plan Count Trajectory 3y
20252
20261
Schedule C Total Compensation
4,065,625
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001811647
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2020-05-08
Edgar Last Filing Date
2026-03-02
Edgar Form D Count
7
Edgar Form D Offerings
2026-03-022026-03-02 · 0001811647-26-000001
2025-02-282025-02-28 · 0001651818-25-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs12
Jpmorgan6
Morgan Stanley6
State Street5
E*trade4
Edgar Addresses
Mailing
C/O P/E GLOBAL LLC75 STATE STREET, 31ST FLOORBOSTON, MA 02109
Business
C/O P/E GLOBAL LLC75 STATE STREET, 31ST FLOORBOSTON, MA 02109
Edgar EIN
812508137
Edgar Recent Filings
D/A2026-03-02 · 0001811647-26-000001
D/A2025-02-28 · 0001651818-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (3)

3
MELLEM, HEATHER, KIRSTEN
Executive Officer · 2.5%
4950530
NAPHTAL, MARY, STEPHENS
Executive Officer · 2.5%
5861588
NAPHTAL, WARREN, JOSEPH
Executive Officer · 2.5%
2606336