DFX Intelligence

Allocator Intelligence

P/e Global LLC

Investment consultant
Investment consultantcandidateCRD 155642

5 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
20
filed Mar 23, 2026
ADV institutional RAUM
$1.5B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.7B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.88; discretionary RAUM $1.7B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

2 allocators

Schedule C rows

8 rows, $3.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
IBM Personal Pension Plan202427PARTY-IN-INTEREST$974,435
Western Conference of Teamsters Pension Plan202452NONE
IBM Personal Pension Plan202327PARTY-IN-INTEREST$1.8M

+5 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Form ADV readings

  • government clients 6 Mar 23, 2026 reported
  • institutional clients 20 Mar 23, 2026 reported
  • pension plan clients 14 Mar 23, 2026 reported
  • raum discretionary $1.7B Mar 23, 2026 reported
  • raum institutional $1.5B Mar 23, 2026 reported
  • raum total $1.7B Mar 23, 2026 reported

What changed