Overview
Assets Under Management: $187 million
High-Net-Worth Clients: 1
Average Client Assets: $145.0 million
Frequently Asked Questions
PUBLIC EQUITY PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126765), PUBLIC EQUITY PARTNERS is subject to fiduciary duty under federal law.
PUBLIC EQUITY PARTNERS serves 1 high-net-worth clients according to their SEC filing dated April 17, 2026. View client details ↓
According to their SEC Form ADV, PUBLIC EQUITY PARTNERS offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
PUBLIC EQUITY PARTNERS manages $187 million in client assets according to their SEC filing dated April 17, 2026.
According to their SEC Form ADV, PUBLIC EQUITY PARTNERS serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.54%
Average Client Assets: $145.0 million
Total Client Accounts: 2
Discretionary Accounts: 1
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 126765
Filing ID: 2092818
Last Filing Date: 2026-04-17 18:10:27