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P/E Global LLC

Boston, MASEC-registered investment adviserCRD 155642

Filed as P/E GLOBAL LLC

P/E Global LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

15 years
registered since 2011
$1,708,749,927
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is P/E Global LLC compensated?

On its Form ADV (Item 5.E, October 2026), P/E Global LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is P/E Global LLC located?

P/E Global LLC's principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

Is P/E Global LLC registered with the SEC or a state?

P/E Global LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 155642.

How much does P/E Global LLC manage?

P/E Global LLC reports $1,708,749,927 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

How have P/E Global LLC's assets and staff changed since 2021?

In the Form ADV data for P/E Global LLC: Regulatory assets under management: $371,359,867 in the October 2023 data and $1,708,749,927 in the October 2026 data, up 360%. Total employees: 45 in October 2021 and 62 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does P/E Global LLC serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (36); corporations or other businesses not listed above (21); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

Which custodians does P/E Global LLC use?

P/E Global LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNP Paribas, Goldman Sachs & Co. LLC and State Street Bank and Trust Company as custodians holding 10% or more of its separately managed account assets.

Does P/E Global LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155642

What changed in P/E Global LLC's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 31 to 36. Regulatory assets under management went from $702,621,749 to $1,708,749,927 (+143%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 23, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$1,708,749,927

$1,708,749,927 as of October 2026, filing dated March 23, 2026.

Discretionary: $1,708,749,927.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients Fewer than 5 Assets $0 (0%)
High net worth individuals
Clients Fewer than 5 Assets $0 (0%)
Banking or thrift institutions
Clients Fewer than 5 Assets $0 (0%)
Investment companies
Clients 5 Assets $0 (0%)
Business development companies
Clients Not reported Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 36 Assets $209,873,457 (12%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 14 Assets $700,000,000 (41%)
Charitable organizations
Clients Fewer than 5 Assets $300,000,000 (18%)
State or municipal government entities (including government pension plans)
Clients 6 Assets $0 (0%)
Other investment advisers
Clients Fewer than 5 Assets $0 (0%)
Insurance companies
Clients Fewer than 5 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients Fewer than 5 Assets $498,876,470 (29%)
Corporations or other businesses not listed above
Clients 21 Assets $0 (0%)
Other
Clients Not reported Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (and business development companies)
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services

Registration and firm details

Items 1, 2, 5
Also doing business as
P/E INVESTMENTS, LLC, QUEENSBORO ADVISORS, LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2011 (15 years)
Employees
Total: 62. Performing investment advisory functions: 36.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
2 other offices, as of the April 2026 filing
Jackson, WYSingapore
States registered or notice-filed
4 states or jurisdictions
LAMATXWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
Not reported 2021 Not reported 2022 $371M 2023 $702M 2024 $703M 2025 $1.71B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,708,749,92762March 23, 2026
October 2025$702,621,74955March 19, 2025
October 2024$702,291,84552August 22, 2024
October 2023$371,359,86751March 27, 2023
October 2022Not reported51March 31, 2022
October 2021Not reported45March 23, 2021

Regulatory assets under management: $371,359,867 in the October 2023 data and $1,708,749,927 in the October 2026 data, up 360%.

Total employees: 45 in October 2021 and 62 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 31 to 36.
    • Regulatory assets under management went from $702,621,749 to $1,708,749,927 (+143%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
peinvestments.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. P/E Global LLC (CRD 155642): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/p-e-global-llc-boston-ma-155642