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⚲
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| P/E Global LLC
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| |
|---|---|
| CRD # | 155642 |
| SEC # | 801-72133 |
| CIK # | 0001910344 |
| AUM | $702.3 MM (2024-08-22) |
| Employees | 52 (60% Investors, 2% Brokers) |
| Phone | 617-933-4500 |
| Address | 75 State Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Enhanced US AGG LLC | [2023-03-22] | 700.0 | 702.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 32 | 702.3 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 5 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 702.3 |
| By Discretionary | ||
| Discretionary | 1 | 702.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 702.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 702.3 | |
| Total | 1 | 702.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Warren Naphtal | 19 | ||
| Mary Naphtal | 19 | ||
| P/E Global LLC | 18 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001910344] |
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