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PUBLIC EQUITY PARTNERS

· CRD 126765 · IAPD ↗ · 512-422-7559

$189.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
May 2026 — PUBLIC EQUITY PARTNERS reported RAUM up 419% ($36.0M -> $187.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2025 — PUBLIC EQUITY PARTNERS reported RAUM down 100% ($6.75B -> $33.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2025 — PUBLIC EQUITY PARTNERS shrank from 18 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
March 2025 — PUBLIC EQUITY PARTNERS moved its main office from WALTHAM, MA to FRAMINGHAM, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
March 2025 — AGILIS PARTNERS LLC is now doing business as PUBLIC EQUITY PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.