PUBLIC EQUITY PARTNERS

30 Speen Street
Suite 500
Framingham, Massachusetts 01701
Tel: 781-373-6900

About PUBLIC EQUITY PARTNERS

PUBLIC EQUITY PARTNERS, formally registered with the SEC as PUBLIC EQUITY PARTNERS. The firm was established in 07/18/2003. They have over 4 offices throughout the country.

PUBLIC EQUITY PARTNERS is a Framingham, Massachusetts based Financial Planning firm with nearly $6,745,000,000 assets under management, offering retirement planning & investment advisory services to 61 clients. The firm is staffed with 45 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126765
SEC#	801-62213
Assets Managed by Firm	$6,745,000,000
No. of Clients	61
No. of Advisors	45

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	61	$6,745,000,000
Pension and profit sharing plans	48	$3,884,000,000

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