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Perennial Share
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Overview Share
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New York, New York
$311.1 million AUM
1 office

Perennial is based in New York, New York and has $311.1 million in assets under management.

Location
1350 Avenue of the Americas
Suite 1920
New York, NY 10019
$311.1 million
AUM
5
Employees
AUM Share
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$311,076,000
Assets under management
286 clients
Number of clients
Average investment size is $1,087,678
3% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 9 $3,596,000 1% $399,556
High net worth individuals 75 $292,978,000 94% $3,906,373
Charitable organizations 1 $1,036,000 0% $1,036,000
Other corporations or businesses 4 $13,466,000 4% $3,366,500
Employees Share
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5
Employees
4
Investment analysts
80% of total employees
AUM per employee Share
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$311,076,000
Assets under management
$62,215,200
AUM per employee
$77,769,000
AUM per investment analyst
About Share
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Compensation

Perennial makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Perennial provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 168,859
SEC number 801-78537
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date March 03, 2020

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