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Tarek Eldin

PEO Partners, LLC

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About Tarek Eldin

Tarek Eldin is an Investment Advisor Representative with PEO Partners, LLC and is registered in Massachusetts. Tarek has a Series 65 license. Tarek Eldin has experience working with corporations and institutions. Tarek Eldin has experience with investment companies, pooled investment vehicles, and other investment advisers. Tarek Eldin's firm, PEO Partners, LLC, provides portfolio management services to investment companies. Tarek is also the Founder / President of Let'sGive LLC, a non-investment related business which raises funds for charity.

Firm Information

Tarek Eldin is currently registered with PEO Partners, LLC. PEO Partners, LLC is an investment advisor registered with the SEC. The firm provides portfolio management services to investment companies and businesses. They also provide portfolio consulting services to UITs. They currently manage over $14 million in assets for one client.
PEO Partners, LLC

100 PARK AVENUE

NEW YORK, NY 10017

$14.30M

Assets Under Management

2

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio consultant to uit

Portfolio consultant to uit

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

%of fees subj. to min. amt;%of nav of uit;share of profit in etf

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Tarek Eldin’s Registration & Firm History

NY

03/15/2022 - Present

PEO Partners, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/14/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tarek Eldin.
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