PEO PARTNERS, LLC
Total AUM
$13.3M
Employees
8Clients
2Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 PARK AVENUE
30TH FLOOR
NEW YORK
NY 10017
United States
30TH FLOOR
NEW YORK
NY 10017
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
646-993-6350
Financials
Total AUM
$13.3M
Accounts
1Discretionary
$13.3M
Accounts
1Non-Discretionary
$0
Accounts
0
Clients
Investment Company Clients
1AUM
$13.3M
Investment Advisor Clients
1AUM
$0
Services
Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO CONSULTANT TO UIT
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
%OF FEES SUBJ. TO MIN. AMT;%OF NAV OF UIT;SHARE OF PROFIT IN ETF
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.