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.

You can reach the main office by calling the phone number 212-761-6559 or by fax 212-507-5500. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.