Tech stack
No one at Public Equity Partners has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
C
Comerica Bank
Per Form ADV · $2.1B held · filed Sep 2024
Fidelity
Per Form ADV · $1.1B held · filed Sep 2024
T
T. Rowe Price Investment Services, Inc.
Per Form ADV · $1.0B held · filed Sep 2024