Mission
TO PROVIDE RESOURCES THAT PROMOTE THE PROFESSIONAL DEVELOPMENT OF CHIEF OPERATING OFFICERS ("COO") AND CHIEF FINANCIAL OFFICERS ("CFO") OF INVESTMENT MANAGEMENT FIRMS, THROUGH A NETWORK MEMBERSHIP.
Based in WILMINGTON, DE, PEER EXCHANGE ASSOCIATION operates as a Public Charity. The organization reported $516K in revenue, $218K in expenses, $1.5M in total assets for fiscal year 2024. Imperigo tracks 2 reported grants from this foundation totaling approximately $115K.
TO PROVIDE RESOURCES THAT PROMOTE THE PROFESSIONAL DEVELOPMENT OF CHIEF OPERATING OFFICERS ("COO") AND CHIEF FINANCIAL OFFICERS ("CFO") OF INVESTMENT MANAGEMENT FIRMS, THROUGH A NETWORK MEMBERSHIP.
Showing up to 5 of 2 total records — full history available with membership.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $516K | $218K | $1.5M |
| 2023 | $468K | $17K | $1.2M |
| 2022 | $216K | $70K | $710K |
| 2021 | $168K | $35K | $567K |
| 2020 | $214K | $33K | $436K |
Between 2020 and 2024, reported annual revenue grew from $214K to $516K (+141%), with total assets most recently reported at $1.5M.
Interactive year-over-year charts and full filing details available with membership.
Grants from this foundation were reported to recipients in NY.
Full geographic grant map with state-by-state breakdown available with membership.