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P/E CAPITAL INVESTMENT MANAGEMENT PARTNERS

Advisory

IN

Data as of Jun 24, 2026 · Source: SEC Form ADV

Average account

$59K

across 61 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 24, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients61

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructurePartnership

Fiscal Year EndDecember

Operates InCA, IL, IN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

61 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

ROCKFORD GROUP LLC

$4M

SULLIVAN II, MICHAEL ANTHONY

$4M

THE VERNALIS GROUP, LLC

TERRE HAUTE, IN

$4M

MULBERRY INVESTORS LLC

$3M

NOBLE FINANCIAL ADVISORS LLC

$4M

WELLINGTON INSTITUTIONAL MANAGEMENT, LLC

INDIANAPOLIS, IN

$4M

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