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PUBLIC EQUITY PARTNERS
Legal name: PUBLIC EQUITY PARTNERS, LLC
CRD 126765File 801-62213
APPROVED
Retail clients
Disclosure events
Filing as of Apr 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$187.0M
Bottom 25% of cohort (national)
Discretionary AUM
$42.0M
Non-discretionary $145.0M
Clients
2
2 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 18, 2003
- Principal office
- Not reported
- Phone
- 512-422-7559
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $187.0M
- Discretionary AUM
- $42.0M
- Non-discretionary AUM
- $145.0M
- Discretionary accounts
- 1
- Non-discretionary accounts
- 1
- Total accounts
- 2
- AUM per client
- $93.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $145.0M |
| Pooled investment vehicles | 1 | $42.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.