# P/E GLOBAL LLC

P/E GLOBAL LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 155642
- Type: SEC-registered investment adviser
- SEC file number: 801-72133
- Location: 75 STATE STREET, 31ST FLOOR, BOSTON, MA, 02109
- Phone: 617-933-4500
- Latest filing: 2026-03-23
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.7B
- Clients: 62
- Accounts: 5

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Pensions, Investment cos

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Warren Joseph Naphtal | MEMBER; PRESIDENT | — |
| Mary Stephens Naphtal | CHIEF OPERATING OFFICER; MEMBER | — |
| Heather Kirsten Mellem | CHIEF COMPLIANCE OFFICER | — |
| MACLEAN MALCOLM FRASER | CHIEF COMPLIANCE OFFICER | — |
| MELLEM HEATHER KIRSTEN | CHIEF COMPLIANCE OFFICER | — |
| NAPHTAL WARREN | MEMBER; PRESIDENT | — |
| NAPHTAL MARY | CHIEF OPERATING OFFICER; MEMBER | — |
| ZECHER JOSEPH RICHARD | MEMBER; PRINCIPAL | — |
| NAPHTAL WARREN JOSEPH | MEMBER; PRESIDENT | — |
| NAPHTAL MARY STEPHENS | CHIEF OPERATING OFFICER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155642/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155642/similar
- Related entities: https://search.stillhousedata.com/firm/155642/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155642

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.