PEO Partners, LLC
SEC RegisteredAbout the firm
PEO Partners, LLC was established in early 2019 by Randy Cohen, Harvard Business School finance professor, and Jean-Louis Lelogeais, Co-Founder of SVP Global, to build a Private Equity Liquid Alternatives platform. The firm is a leader in the emerging liquid Private Equity alternatives space, having developed a proprietary investment model to deliver performance comparable to average LBO performance net of fees in the public markets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
PEO Partners serves as a non-discretionary sub-advisor to asset managers (including Mackenzie Investments for a Private Equity Replication mutual fund), launched the PEO Private Equity Access Fund, and co-branded liquid PE indices with Loomis Sayles and Merqube. The firm's strategy involves investing in industries held by LBO firms, selecting stocks with characteristics targeted by LBO firms, applying modest leverage to mirror PE financial leverage, and hedging to reduce downside volatility.
Leadership
Office locations
Regulatory & compliance
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PEO Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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