{
  "crd_number": 155642,
  "slug": "p-e-global-llc-boston-ma-155642",
  "primary_business_name": "P/E GLOBAL LLC",
  "legal_name": "P/E GLOBAL LLC",
  "dbas": [
    "P/E INVESTMENTS, LLC",
    "QUEENSBORO ADVISORS, LLC"
  ],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-02-07",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 1708749927.0,
  "raum_discretionary": 1708749927.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 62,
  "advisory_employees": 36,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "charitable": {
      "raum": 300000000.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 6
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 5
    },
    "pension_profit_sharing": {
      "raum": 700000000.0,
      "count": 14
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 209873457.0,
      "count": 36
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 21
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 498876470.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "MA",
    "TX",
    "WY"
  ],
  "websites": [
    "https://linkedin.com/company/p-e-investments-llc",
    "https://peinvestments.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155642",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/p-e-global-llc-boston-ma-155642",
  "display_name": "P/E Global LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. P/E Global LLC (CRD 155642): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is P/E Global LLC compensated?",
      "a": "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."
    },
    {
      "q": "Where is P/E Global LLC located?",
      "a": "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)."
    },
    {
      "q": "Is P/E Global LLC registered with the SEC or a state?",
      "a": "P/E Global LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 155642."
    },
    {
      "q": "How much does P/E Global LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have P/E Global LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does P/E Global LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does P/E Global LLC use?",
      "a": "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."
    },
    {
      "q": "Does P/E Global LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in P/E Global LLC's recent Form ADV filings?",
      "a": "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%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 45,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 51,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 371359867.0,
      "total_employees": 51,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 702291845.0,
      "total_employees": 52,
      "filing_date": "2024-08-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 702621749.0,
      "total_employees": 55,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1708749927.0,
      "total_employees": 62,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 31 to 36.",
        "Regulatory assets under management went from $702,621,749 to $1,708,749,927 (+143%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNP Paribas",
      "name_as_filed": "BNP PARIBAS",
      "affiliated": false
    },
    {
      "name": "Goldman Sachs & Co. LLC",
      "name_as_filed": "GOLDMAN SACHS & CO. LLC",
      "affiliated": false
    },
    {
      "name": "State Street Bank and Trust Company",
      "name_as_filed": "STATE STREET BANK AND TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/p-e-global-llc-boston-ma-155642.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 5,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 36,
      "fewer_than_5": false,
      "raum": 209873457.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 700000000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 300000000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 498876470.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 21,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155642",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}