# 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.

- CRD: 155642
- Filed as: P/E GLOBAL LLC
- Also doing business as: P/E INVESTMENTS, LLC, QUEENSBORO ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155642
- AdvisorCensus page: https://advisorcensus.com/firm/p-e-global-llc-boston-ma-155642

## Quick answers

**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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNP Paribas
- Goldman Sachs & Co. LLC
- State Street Bank and Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,708,749,927
- Discretionary: $1,708,749,927
- Non-discretionary: $0

### Clients (Item 5.D)

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

### 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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 62 total, 36 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MA, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Jackson, WY
- Singapore

### Websites listed on Form ADV (Item 1.I)
- peinvestments.com
- LinkedIn @p-e-investments-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 45 | March 23, 2021 |
| October 2022 | Not reported | 51 | March 31, 2022 |
| October 2023 | $371,359,867 | 51 | March 27, 2023 |
| October 2024 | $702,291,845 | 52 | August 22, 2024 |
| October 2025 | $702,621,749 | 55 | March 19, 2025 |
| October 2026 | $1,708,749,927 | 62 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. P/E Global LLC (CRD 155642): Form ADV filing data as of October 2026.