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P/E GLOBAL LLC
CRD 155642File 801-72133
APPROVED
Custody
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.71B
Top 25% of cohort (national)
Discretionary AUM
$1.71B
Clients
82
5 accounts
Employees
62
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 7, 2011
- Principal office
- 75 STATE STREET, 31ST FLOOR, BOSTON, MA, 02109
- Phone
- 617-933-4500
- Website
- HTTP://WWW.PEINVESTMENTS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.71B
- Discretionary AUM
- $1.71B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- $20.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $0 |
| Non-U.S. persons | Fewer than 5 | $498.9M |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 5 | $0 |
| Charitable organizations | Fewer than 5 | $300.0M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Pooled investment vehicles | 36 | $209.9M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 14 | $700.0M |
| State or municipal government entities | 6 | $0 |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 55 | 62 | increased by7 |
| Apr 1, 2026 | Clients | 75 | 82 | increased by7 |
| Apr 1, 2026 | AUM | $702,621,749 | $1,708,749,927 | increased by$1,006,128,178 |
| Apr 1, 2026 | Accounts | 3 | 5 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 51 | 55 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 64 | 75 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $702,621,749 | increased by$702,621,749 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 3 | increased by3 |
| Apr 1, 2022 | Employees | 45 | 51 | increased by6 |
| Apr 1, 2022 | Clients | 59 | 64 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
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.