← Tributary

PEO PARTNERS, LLC

NEW YORK, NY · CRD 311201 · IAPD ↗ · 646-993-6350

$13.3MRegulatory AUM
5Advisory reps
8Employees
2Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
March 2025 — PEO PARTNERS, LLC reported RAUM down 59% ($34.7M -> $14.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
80
November 2024 — PEO PARTNERS, LLC (NEW YORK, NY) is newly SEC-registered with $34.7M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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