P/e Global LLC

Fee-Only (% of Portfolio)

P/E Global LLC is a registered investment advisor and commodity trading advisor that provides discretionary portfolio management services to high-net-worth individuals, institutional investors, pension plans, pooled investment vehicles, and other entities. The firm utilizes proprietary, quantitative investment strategies based on fundamental macroeconomic and financial factors. Its flagship strategy focuses on foreign exchange markets, while additional strategies encompass global fixed income, global equities, commodities, and diversified global macro approaches. P/E Global tailors its services by adjusting risk levels, permitted asset types, and base currencies according to client requests. P/E Global manages billions in assets and operates primarily through pooled investment vehicles and separately managed accounts.

Assets Under Management$1.7B
Clients82
AdvisorsN/A
Avg. per Client$21M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Management fees scale based on leverage and risk level, capping at 2.0% for standard risk and up to 2.25% for higher risk. Clients also typically pay performance fees of up to 20% to 25% of profits. Fees are negotiable for certain products.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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