Public Equity Partners provides investment advisory services to institutional investors, including pension plans, insurance companies, common trust funds, and collective investment funds. They manage accounts on a discretionary basis using a Global Equity Strategy and a Dynamic Equity Growth Strategy. The firm does not participate in wrap fee programs. All fees are negotiable.
Assets Under Management$36M
Clients1
AdvisorsN/A
Avg. per Client$36M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Public Equity Partners' fees are calculated as a flat fee or a percentage of the value of the investments they manage. Percentage-based fees range from 0.45% to 2.0% per year. They may also charge a performance-based fee in addition to or instead of an asset-based fee.
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