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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-26-2014
- Office Locations
- 1
Office Locations
About P/E Capital Investments
P/E Capital Investments (Chicago) is a boutique adviser offering actively managed portfolios aimed at managing risk and monetizing market moves, using algorithm- and platform-driven trading. Retail-focused SMA assets are primarily ETF-based (per public profile data). The firm also affiliates with P/E Capital DAO LLC, which is designed to originate SEC-filed security tokens backed by real-world assets. It discloses an ongoing SEC civil action alleging undisclosed/unauthorized fees (no final judgment).
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ELISEO JOJO LUCERO PRISNO
PRINCIPAL, SENIOR PARTNER
- CRD
- #4934789
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $152,545,212 | 49.3% |
| Cash | $156,877,125 | 50.7% |
| Total | $309,422,337 | 100.0% |