PEO PARTNERS, LLC
CRD #311201 SEC #801-131277 NEW YORK, NY 646-993-6350
SEC Registered
Total AUM
$14.3M
Discretionary
$14.3M
Employees
8
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $14.3M | $14.3M | $0 | 8 | 2 |
| Aug 2025 | $14.3M | $14.3M | $0 | 8 | 2 |
| Feb 2025 | $14.3M | $14.3M | $0 | 8 | 2 |
| Oct 2024 | $34.7M | $34.7M | $0 | 7 | 1 |
| Sep 2024 | $34.7M | $34.7M | $0 | 7 | 1 |
DateOct 2025
Total AUM$14.3M
Discretionary$14.3M
Non-Disc.$0
Employees8
Clients2
DateAug 2025
Total AUM$14.3M
Discretionary$14.3M
Non-Disc.$0
Employees8
Clients2
DateFeb 2025
Total AUM$14.3M
Discretionary$14.3M
Non-Disc.$0
Employees8
Clients2
DateOct 2024
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees7
Clients1
DateSep 2024
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees7
Clients1