{
  "crd_number": 130080,
  "slug": "shimkus-peter-e-130080",
  "primary_business_name": "SHIMKUS, PETER E",
  "legal_name": "SHIMKUS, PETER EDWARD",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-05-15",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 26385855.0,
  "raum_discretionary": 26385855.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1901864.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 24483991.0,
      "count": 27
    }
  },
  "compensation_types": [
    "commissions",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "MA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130080",
  "listing_state": "MA",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/shimkus-peter-e-130080",
  "display_name": "Shimkus, Peter E",
  "summary": "Shimkus, Peter E is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Shimkus, Peter E (CRD 130080): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Shimkus, Peter E compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Shimkus, Peter E reports these compensation arrangements: a percentage of assets under its management; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Shimkus, Peter E registered with the SEC or a state?",
      "a": "Shimkus, Peter E is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 130080."
    },
    {
      "q": "How much does Shimkus, Peter E manage?",
      "a": "Shimkus, Peter E reports $26,385,855 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Shimkus, Peter E serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (9)."
    },
    {
      "q": "Does Shimkus, Peter E report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/130080"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/shimkus-peter-e-130080.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 1901864.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 24483991.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/130080",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}