PEO Partners offers investment advice for customized mandates and pooled investment vehicles. PEO's strategies focus on publicly traded securities that mirror investment themes of traditional private equity funds. These strategies may involve leverage and hedging. PEO sub-advises pooled investment vehicles and provides investment advice to institutional investors through separate accounts. PEO also serves as a portfolio consultant to Advisors Asset Management on Unit Investment Trusts.
Fee Structure
PEO Partners generally charges a management fee based on a percentage of the value of the assets they manage. The fees are negotiated and vary among client accounts. PEO may also receive performance-based fees from certain client accounts, based on a share of capital gains or appreciation.