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PEO PARTNERS, LLC
CRD 311201File 801-131277
APPROVED
Filing as of May 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$13.3M
Bottom 25% of cohort (national)
Discretionary AUM
$13.3M
Clients
1
1 accounts
Employees
8
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 10, 2024
- Principal office
- 100 PARK AVENUE, 30TH FLOOR, NEW YORK, NY, 10017
- Phone
- 646-993-6350
- Website
- https://peoalphaquestetf.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.3M
- Discretionary AUM
- $13.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1
- Non-discretionary accounts
- 0
- Total accounts
- 1
- AUM per client
- $13.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $13.3M |
| Other investment advisers | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — %OF FEES SUBJ. TO MIN. AMT;%OF NAV OF UIT;SHARE OF PROFIT IN ETF
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
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 11This firm answered no to every Item 11 disclosure question in this filing.
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.