Percheron Capital

RIASEC RegisteredEst. 2021
Total AUM
$5.1B
Discretionary
$5.1B
100% of AUM
Avg account
$361M
Accounts
14
Employees
76
Advisory reps
5

Firm details

Headquarters
San Francisco, California
CRD number
312004
Registered since
March 1, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Percheron Capital is structured as a limited partnership that functions primarily as a private equity fund manager and sponsor. The firm focuses on managing pooled investment vehicles for institutional clients and serves as sponsor/GP and managing member of its funds. It charges both a percentage-of-assets management fee and performance-based fees. Percheron Capital does not position itself as an active ESG investor and is not registered as a multi-state adviser; it became SEC-registered in 2021.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Dana Kibler

    Dana Kibler

    Chief Administrative OfficerCRD 2620754

  • Veronica Popp

    Chief Compliance OfficerCRD 5820488

Contacts

3 of 3
  • Christopher Collins

    Christopher Collins

    Co-Founder and Managing PartnerCRD 5149106

  • Christopher Lawler

    Christopher Lawler

    Co-Founder and Managing DirectorCRD 5220109

  • Sandra Rutova

    General CounselCRD 8344684

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1 Letterman Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth