P/e Global LLC
P/E Global LLC is an SEC-registered investment adviser founded in September 2000 and headquartered in Boston, MA. Formerly known as Queensboro Advisors LLC, it is a Delaware limited liability company and serves as a commodity pool operator and trading advisor. The firm employs around 55 professionals and provides discretionary investment advisory and portfolio management services, primarily for institutional clients such as pooled investment vehicles, pension plans, foundations, corporations, and state or municipal entities. The ownership is split between P/E Strategic LLC and P/E Investments LLC, both ultimately owned and controlled by Warren Naphtal and Mary Naphtal. P/E Global tailors its services to client needs and manages multiple funds and segregated portfolios, predominantly in the U.S. and Cayman Islands.
Investment Strategy
P/E Global specializes in proprietary investment strategies focused on diversified portfolios combining effective diversification, comprehensive analysis, and continuous risk management. Their approach emphasizes total returns, often utilizing global macro and enhanced equity strategies. The firm acts as an investment manager and commodity trading adviser for a range of pooled investment vehicles, executing strategies through futures, forwards, and other derivatives. Advisory services are tailored for client risk, asset types, and currencies, with the capability to manage positions, exposure, and other custom restrictions for each account.
Top Holdings
Equity Positions (4)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ACWI | ISHARES TR | 58.64% | $293.2M | 2,121,107 | $110.38 | $138.24 | +$8.3M |
B BNDX | VANGUARD CHARLOTTE FDS | 15.67% | $78.4M | 1,584,394 | $48.91 | $49.46 | +$3.2M |
V VOO | VANGUARD INDEX FDS | 15.13% | $75.7M | 123,566 | $532.26 | $612.38 | +$5.6M |
A AGG | ISHARES TR | 10.56% | $52.8M | 526,584 | $101.75 | $100.25 | +$1.9M |