|
⚲
|
| Public Equity Partners LLC
✚
|
|
|---|---|
| CRD # | 126765 |
| SEC # | 801-62213 |
| CIK # | 0001633903 |
| AUM | $187.0 M (2026-04-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 512-422-7559 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 0.2 |
| By Discretionary | ||
| Discretionary | 1 | 0.0 |
| Non-Discretionary | 1 | 0.1 |
| Total | 2 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 2 | 0.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001633903] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CFC Planning Company LLC
✚
|
IN | 0.2 |
|
Ward & Associates
✚
|
CA | 0.2 |
|
ERISA Advisers Inc
✚
|
TN | 0.2 |
|
Fjell Capital LLC
✚
|
ND | 0.2 |
|
Dutch Asset Corporation
✚
|
NY | 0.2 |
|
David P Gilliam & Associates Inc
✚
|
IN | 0.2 |
|
Axecap Investments LLC
✚
|
OH | 0.2 |
|
Advocate Investing Services LLC
✚
|
MD | 0.2 |
|
Alvin Clay Financial Advisors LLC
✚
|
PA | 0.2 |
|
Block Wealth Management Inc
✚
|
0.2 |