Adviser Profile
| As of Date | 10/12/2024 |
| Registration status | Registration Changed to PEO PARTNERS, LLC |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 34,720,494 -28% |
| of that, discretionary | 34,720,494 -28% |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 11,573,498 -4% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1