Investment adviser · CRD 126765
PUBLIC EQUITY PARTNERS
Investment adviser filing (IA)
PUBLIC EQUITY PARTNERS, LLC
· Form ADV filed Apr 17, 2026
- Regulatory AUM
- $187M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1 | $145,000,000 | 77.5% |
| Pooled investment vehicles | 1 | $42,000,000 | 22.5% |
Filing source
Form ADV 2092818 · Apr 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 17, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
CRD 126765
Filing source
Form ADV 2092818 · Apr 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.