Public Equity Partners is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 17, 2026, reports $187M in regulatory assets under management, 1 employee, and 2 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
1
2
Pooled Investment Vehicles
50.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$187Mas of April 17, 2026
Discretionary22.5%
$42M
22% of total RAUM22.5%
Non-discretionary77.5%
$145M
78% of total RAUM77.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$187M
Total Accounts2
10Y AUM Change$-4.2B (-95.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee2:1
10Y Employee Change-29 (-96.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.