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Public Equity Partners, LLC

● SEC registered since 2003CRD 126765SEC# 801-62213
Export (members)
Reg. AUM
$187M
Employees
1
Accounts
2
Location

Public Equity Partners, LLC assets under management

Public Equity Partners, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2003. It reports $187 million in regulatory assets under management and employs 1 people.

Public Equity Partners, LLC owners & executives

4 reported
NameTitleOwnershipSince
Michael Jonathan Faulkner ControlChief Executive Officer, Chief Compliance OfficerOver 75%2025
Public Equity Partners Limited ControlOwnerOver 75%2025
Joseph Stephen Andrews ControlOwner50-75%2025
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Frequently asked questions

How much does Public Equity Partners, LLC manage?

Public Equity Partners, LLC reports $187 million in regulatory assets under management on its Form ADV.

How many employees does Public Equity Partners, LLC have?

Public Equity Partners, LLC reports 1 employees.

Does Public Equity Partners, LLC disclose fund performance?

Public Equity Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone512-422-7559
Office hours8 a.m. To 5 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1633903
Discloses disciplinary historyYes

Regulatory AUM

$187M▼ 97%
Feb '25 — $6.75BMar '25 — $6.75BApr '25 — $33MMay '25 — $33MJun '25 — $33MJul '25 — $33MAug '25 — $33MSep '25 — $33MOct '25 — $36MNov '25 — $36MDec '25 — $36MJan '26 — $36MFeb '26 — $36MMar '26 — $36MApr '26 — $187MMay '26 — $187MJun '26 — $187M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$187Mregulatory AUM
Discretionary $42MNon-discretionary $145M