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P/E GLOBAL LLC

BOSTON, MA · CRD 155642 · IAPD ↗ · 617-933-4500

$1.71BRegulatory AUM
36Advisory reps
62Employees
91Clients
n/aPlanning clients
2Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — P/E GLOBAL LLC grew from 31 to 36 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — P/E GLOBAL LLC crossed $1B in regulatory AUM ($702.6M -> $1.71B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2024 — P/E GLOBAL LLC crossed $500M in regulatory AUM ($371.4M -> $702.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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