Peo Partners, Llc
- Regulatory AUM
- $13.3M
- Discretionary
- $13.3M
- Clients
- 1
- Avg AUM / client
- $13.3M
- Accounts
- 1
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $13.3M | 100.0% |
| Other investment advisers | Fewer than 5 clients | $0 | — |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $34.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Peo Private Equity Access Master Fund, Ltd master | Hedge Fund | Cayman Islands | $34.7M | 55 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cohen, Randolph, Baer | Manager Member | Mar 2019 (7y) | ≈ 18.75% – 50% via Radian Holdings Llc | |
| Lelogeais, Jean Louis, Marie | Co Ceo, Founder Member | Mar 2019 (7y) | 25% – 50% | |
| Donohoe, Elisabeth, Ann | Chief Operating Officer | Feb 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Radian Holdings Llc | Founder Member | May 2019 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cohen, Randolph, Baer: 75% – 100% of Radian Holdings Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $34.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Peo Private Equity Access Master Fund, Ltd | Hedge Fund | $34.7M | $100K | 55 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • %OF FEES SUBJ. TO MIN. AMT;%OF NAV OF UIT;SHARE OF PROFIT IN ETF
Services
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗