Public Equity Partners
Public Equity Partners is an SEC-registered ria with $187.0M assets under management (AUM, regulatory AUM), +467% over one year. See who owns Public Equity Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126765, SEC 801-62213, data through 2026-04-17.
- AUM (assets under management / regulatory AUM)
- $187.0M (2026-04-17)
- Firm type
- Ria
- Employees
- 1
- Clients
- 2
- CRD
- 126765
- Ownership
- FINN, JOSEPH, EDWARD; O'DONNELL, JOANNE, RAE; LORING, WILLIAM, CALEB; PSIGMA GROUP LIMITED; SENOSKI, MICHAEL, JOHN
How much AUM does Public Equity Partners have?
Public Equity Partners reported $187.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-17).
Who owns Public Equity Partners?
Disclosed owners and executives of Public Equity Partners include FINN, JOSEPH, EDWARD, O'DONNELL, JOANNE, RAE, LORING, WILLIAM, CALEB, PSIGMA GROUP LIMITED, SENOSKI, MICHAEL, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.