Pg Investors Iii Inc. (New York)

Pg Investors Iii Inc. is a pension cosultant based in New York. It manages $3.63 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Pg Investors Iii 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 Iii: assets under management

The assets under management (AUM) of Pg Investors Iii Inc. is $3.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.63 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pg Investors Iii 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 Iii Inc.

Tarek Fahmy Abdelmeguid has been acting as President since 1 Jan 2000. Stephen Reese Munger joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Tarek Fahmy Abdelmeguid	Director	1 Jan 2000	Other	1731116
Andrea Botta	President & director	1 Jan 2000	Other	4047312
Joseph Graham Fogg	Director	1 Jan 2000	Other	875321
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
Morgan Stanley Dean Witter & Co.	Shareholder	1 Jan 2000	75% - 100%	13-2838611
Morgan Stanley	Shareholder	1 Jan 2000	75% - 100%	13-2838611
Gavin Lee Macdonald	Vice president	1 Jan 2000	Other	5074237
Johannes Groeller	Vice president	1 Mar 2004	Other	2941058
James Michael Wilmott	Chief compliance officer	1 Oct 2004	Other	1557725
Cordell Gerard Spencer	Director, chairman	1 Feb 2007	Other	1543274
Marc P Schwartz	Director, vice president	1 Feb 2007	Other	5085310
Stacie Ann Cerza	Vice president	1 Feb 2007	Other	2892152
David Bersh	Director and vice president	1 Feb 2008	Other	5163923
David Andrew Bersh	Director, vice president	1 Feb 2008	Other	5163923
Jennifer Murphy Cattier	Chief compliance officer	1 Jun 2009	Other	4175467
Thomas Edwin Doster	Director and president	1 Nov 2010	Other	2179056
Holly Neiweem	Vice president	1 Nov 2010	Other	5289623
Stephen Reese Munger	Director	1 Jan 2011	Other	1905109

Based in New York

The principal office where Pg Investors Iii 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.