# PEO Partners, LLC

> PEO Partners, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 311201
- Filed as: PEO PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311201
- AdvisorCensus page: https://advisorcensus.com/firm/peo-partners-llc-new-york-ny-311201

## Quick answers

**How is PEO Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), PEO Partners, LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is PEO Partners, LLC located?**
PEO Partners, LLC's principal office is in New York, NY, according to its Form ADV.

**Is PEO Partners, LLC registered with the SEC or a state?**
PEO Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 311201.

**How much does PEO Partners, LLC manage?**
PEO Partners, LLC reports $13,254,749 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

**How have PEO Partners, LLC's assets and staff changed since 2025?**
In the Form ADV data for PEO Partners, LLC: Regulatory assets under management: $14,302,614 in the October 2025 data and $13,254,749 in the October 2026 data, down 7%. Total employees: 8 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does PEO Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does PEO Partners, 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/311201

**What changed in PEO Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $13,254,749
- Discretionary: $13,254,749
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $13,254,749 |
| Other investment advisers | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2024 (1 year)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- peo-partners.com
- peoalphaquestetf.com
- LinkedIn @peo-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $14,302,614 | 8 | February 18, 2025 |
| October 2026 | $13,254,749 | 8 | May 12, 2026 |

Regulatory assets under management: $14,302,614 in the October 2025 data and $13,254,749 in the October 2026 data, down 7%.
Total employees: 8 in October 2025 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 5.
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PEO Partners, LLC (CRD 311201): Form ADV filing data as of October 2026.