Fee-only adviser · Boston, MA
P/e Global LLC
P/e Global LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Boston, Massachusetts. On its latest Form ADV, filed March 23, 2026, it reports $1.7B in regulatory assets under management and 36 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 155642 · SEC file 801-72133 |
| Office | 75 State Street 31st Floor Boston, MA 02109 |
| Phone | (617) 933-4500 |
| Website | www.peinvestments.com |
| Regulatory assets under management | $1.7B |
| Individual clients | Fewer than 5 |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 62 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Boston
- Flagship Harbor Advisors, LLC $3.4B
- Rwa Wealth Partners $19.8B
- Loring, Wolcott & Coolidge Fiduciary Advisors, LLP $12.8B
- Winthrop Wealth $3.1B
- Howland Capital Management LLC $3.7B
- Claro Advisors Inc. $1.4B
See all 115 fee-only advisers in Boston →
Nearby
- Sout Boston 1 firm
- East Boston 1 firm
- Brookline 1 firm
- Cambridge 11 firms
- Roslindale 1 firm
- Melrose 1 firm
- Belmont 2 firms
- Arlington 3 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at P/e Global LLC? Update this listing.