Pg Investors Ii Inc. (New York)

Pg Investors Ii Inc. is a pension cosultant based in New York. It manages $25 thousand of regulatory assets for 0 client accounts. It has been registered with the SEC as an adviser since 2001.

Pg Investors Ii provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pg Investors Ii: assets under management

The assets under management (AUM) of Pg Investors Ii Inc. is $25 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 thousand in discretionary accounts.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pg Investors Ii Inc. for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pg Investors Ii Inc.

Tarek Fahmy Abdelmeguid has been acting as President since 1 Jan 1996. James Michael Wilmott joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Tarek Fahmy Abdelmeguid	Director	1 Jan 1996	Other	1731116
Joseph Graham Fogg	Director	1 Jan 1996	Other	875321
Morgan Stanley Dean Witter & Co.	Shareholder	1 Jan 1996	75% - 100%	13-2838611
Morgan Stanley	Shareholder	1 Jan 1996	75% - 100%	13-2838611
Gavin Lee Macdonald	Vice president	1 Dec 1997	Other	5074237
Andrea Botta	President & director	1 Jan 2000	Other	4047312
Stephen Reese Munger	Director	1 Jan 2000	Other	1905109
Martin Michael Cohen	Secretary	1 Jan 2000	Other	2253885
Alexander Charles Frank	Treasurer	1 Jan 2000	Other	2046878
James Michael Wilmott	Chief compliance officer	1 Oct 2004	Other	1557725

Based in New York

The principal office where Pg Investors Ii Inc. performs its advisory services is located at C/O Morgan Stanley, New York, NY 10036 8293, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.