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P/E Global LLC

● SEC registered since 2011CRD 155642SEC# 801-72133Boston, MA
Export (members)
Ranks #2,365 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.71B
Fund GAV
$209.9M
Private funds
2
Employees
62
Accounts
5
Location
Boston, MA

P/E Global LLC assets under management

P/E Global LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2011. It reports $1.7 billion in regulatory assets under management and employs 62 people. P/E Global LLC manages 2 private funds with combined gross assets of $209.9 million, including Beta Master Fund, Spc- Class F Sp. By regulatory assets, it ranks 2,365 of 6,004 private fund managers.

P/E Global LLC private funds

2 funds · $209.9M GAV
FundTypeGross assetsMin.
Beta Master Fund, Spc- Class F SpHedge$119.3M$1M
Sabal Fund LLCHedge$90.6M$75M

P/E Global LLC owners & executives

12 reported
NameTitleOwnershipSince
Heather Kirsten Mellem ControlChief Compliance OfficerUnder 5%2013
Mary Stephens Naphtal ControlChief Operating OfficerUnder 5%2000
P/E Investments LLC ControlMember50-75%2000
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Frequently asked questions

How much does P/E Global LLC manage?

P/E Global LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many private funds does P/E Global LLC manage?

P/E Global LLC manages 2 private funds with combined gross assets of $209.9 million.

How many employees does P/E Global LLC have?

P/E Global LLC reports 62 employees.

Where is P/E Global LLC located?

P/E Global LLC is based in Boston, MA and has been SEC-registered since 2011.

Does P/E Global LLC disclose fund performance?

P/E Global LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address75 State Street, 31st Floor, Boston, MA 02109
Phone617-933-4500
Fax617-933-4505
Office hours8:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1910344
Discloses disciplinary historyNo

Regulatory AUM

$1.71B▲ 143%
Mar '25 — $702.6MApr '25 — $702.6MMay '25 — $702.6MJun '25 — $702.6MJul '25 — $702.6MAug '25 — $702.6MSep '25 — $702.6MOct '25 — $702.6MNov '25 — $702.6MDec '25 — $702.6MJan '26 — $702.6MFeb '26 — $702.6MMar '26 — $1.71BApr '26 — $1.71BMay '26 — $1.71BJun '26 — $1.71B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
AUM vs fund managersTop 39%
Larger than 61% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 10%
More than 90% of 16,825 advisers

Assets under management

$1.71Bregulatory AUM
Discretionary $1.71B

Service providers