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PEO PARTNERS, LLC

CRD 311201 · SEC 801-131277

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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100 PARK AVENUE, 30TH FLOOR, NEW YORK, NY, 10017, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$13.3M

Discretionary AUM

$13.3M

Team

8 total employees; 5 advisory reps; 2 broker-dealer reps

Clients

—

Fees

Percentage of AUM; %OF FEES SUBJ. TO MIN. AMT;%OF NAV OF UIT;SHARE OF PROFIT IN ETF

Org form

Limited Liability Company

Filing date

2026-05-12

Disciplinary history

No

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Services

Portfolio management (investment companies)Portfolio management (institutions)PORTFOLIO CONSULTANT TO UIT

Client types

TypeClientsAUM
Investment companies1$13.3M

All web addresses on file

Official SEC filing: View on IAPD