P/E GLOBAL LLC

other names
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Adviser Profile
As of Date 08/22/2024
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, 02/07/2011
AUM* 702,291,845 89.11%
of that, discretionary 702,291,845 89.11%
Private Fund 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

- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
371M 318M 265M 212M 159M 106M 53M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$702,291,845

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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 29, 2024, P/E Global managed approximately $16,697,500,000 (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.