Private Equity Investors, Inc (New York)

Name: Private Equity Investors, Inc
Address: 505 Park Avenue, New York, NY, 10022 1106
Telephone: 212-750-1228

Private Equity Investors, Inc is a large advisory firm based in New York. It manages $90.82 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012.

Private Equity Investors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Private Equity Investors: assets under management

The assets under management (AUM) of Private Equity Investors, Inc is $90.82 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $90.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $45.41 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Private Equity Investors, Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Private Equity Investors serves?

The only and largest group of clients of Private Equity Investors is pooled investment vehicles with 2 clients and $90.82 million of assets under management. Among the 6 most similar advisory firms, Private Equity Investors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $90.82 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Private Equity Investors also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $2,500,000 for each fund.

Careers at Private Equity Investors, Inc

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Pate Stetson	Managing director	1 Sep 1992	25% - 50%	435743
David Barrow Parshall	Managing director	1 Sep 1992	25% - 50%	2091860
Gunnar Burgan Fremuth	Managing director	1 Jun 2003	25% - 50%	6026538
Edward Ara Muradian	Chief compliance officer	1 Sep 2010	Other	6026506
Benjamin Gray Wilson	Principal	1 Jan 2012	Other	4001170
Benjamin Gray Wilson	Managing director	1 Jan 2013	Other	4001170
Charles Richard Campbell	Chief compliance officer	1 Mar 2016	Other	6631718

Based in New York

The principal office where Private Equity Investors, Inc performs its advisory services is located at 505 Park Avenue, New York, NY 10022 1106, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-750-1228. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at peifunds.com/.