Key facts
- Status: Privately Held (no backing).
Leadership
- David SouzaPortfolio Manager & Co-Head of Research
- Warren NaphtalCo-Founder, President & Chief Investment Officer
- ·Watchlist + deal alerts for P/e Investments
- ·The full record, as it builds
Funding rounds
No funding rounds for P/e Investments are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About P/e Investments
P/E Investments is a Boston, MA based private company whose line of business is Investment advice.
- Sector
- Financial Services
- HQ
- Boston, MA, United States
- Employees
- 65
- Website
- peinvestments.com/
- Ownership
- Privately Held (no backing)
P/e Investments doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in P/e Investments shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on P/e Investments in its N-PORT filings yet. We sweep new filings monthly.