P/E GLOBAL LLC other names

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Adviser Profile

As of Date:

03/22/2024

Adviser Type:

- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- Pension consultant

Number of Employees:

52 1.96%

of those in investment advisory functions:

31 6.90%

Registration:

SEC, Approved, 2/7/2011

AUM:

702,291,845 89.11%

of that, discretionary:

702,291,845 89.11%

GAV:

702,291,845 89.11%

Avg Account Size:

702,291,845 89.11%

% High Net Worth:

2.60% 100.00%

SMA’s:

NO

Private Funds:

1

Contact Info

617 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
371M 318M 265M 212M 159M 106M 53M
2023

Recent News

Macquarie Professional Series Global Alternatives Fund
03/29/2021

Macquarie Professional Series Global Alternatives Fund is a unit trust incorporated in Australia. The Fund aims to generate long-term total returns by investing in specialised hedge funds which ...

Bloomberg

P/E Global FX Alpha Fund
03/26/2021

P/E Global FX Alpha Fund is a unit trust incorporated in Australia. The Fund aims to generate long-term total returns by investing in exchange-traded futures providing exposure to developed market ...

Bloomberg


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $702,291,845

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Private Funds



Employees




Brochure Summary

Overview

A: Firm Description P/E Global LLC, a Delaware limited liability company formed in September 2000 (“P/E Global”), formerly known as Queensboro Advisors, LLC, is registered with the Commodity Futures Trading Commission (“CFTC”) as a commodity pool operator and as a commodity trading advisor and is also a member of the National Futures Association (“NFA”). P/E Global provides investment advisory and portfolio management services to clients on a discretionary basis. Principal Owners P/E Strategic LLC, a Delaware limited liability company, owns 50% of P/E Global. Warren Naphtal and Mary Naphtal own a controlling interest in P/E Strategic LLC. P/E Investments LLC, a Delaware limited liability company, also owns 50% of P/E Global. P/E Capital LLC, a Delaware limited liability company, is the sole owner of P/E Investments LLC. P/E Asset Management LLC, a Delaware limited liability company, owns 75% of P/E Capital LLC. P/E Investments, Inc., a Delaware corporation, owns 100% of P/E Asset Management LLC. Warren Naphtal and Mary Naphtal own P/E Investments, Inc. B: Types of Advisory Services P/E Global provides investment advisory and portfolio management on a discretionary basis for high net worth individuals, banking or thrift institutions, pension and profit sharing plans, pooled investment vehicles, charitable organizations,
sovereign wealth funds, foundations, investment companies, corporations, trusts and other business entities, and state or municipal governmental entities. P/E Global utilizes proprietary investment strategies that are based on the belief of P/E Global that by combining effective diversification, thorough analysis and continuous risk management, the investment objectives of clients can be met with greater consistency. C: Tailored Services P/E Global tailors its advisory services to the individual needs of clients by varying, upon client request, risk level, the types of assets an account may trade and the base currency of an account. Clients may also trade either futures contracts or forwards as well as impose limits on individual positions, overall portfolio exposure and other measures. Clients may request other variations or impose other restrictions. D: Wrap Fee Programs P/E Global does not participate in any wrap fee programs. E: Client Assets Under Management As of February 28, 2023, P/E Global managed approximately $13,701,900,000 (rounded to nearest $100,000) in assets all of which were managed on a discretionary basis. Please note that P/E Global calculates the client assets that it manages differently than it calculates its regulatory assets under management as disclosed in Item 5 of Form ADV Part 1A.