PERCHERON CAPITAL

RIASEC RegisteredEst. 2021
Total AUM
$5.1B
Discretionary
$5.1B
100% of AUM
Avg account
$361M
Accounts
14
Employees
76
Advisory reps
4

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 a limited partnership that operates as a private equity fund manager focused on pooled investment vehicles for institutional clients. Registered with the SEC in 2021, the firm serves as sponsor, general partner and managing member of the funds it advises. Its mandate centers on private equity strategies while also allocating to complementary alternative managers; the firm identifies and runs closed-ended pooled vehicles and takes an active role in portfolio construction and manager selection. Investment decision-making incorporates ESG considerations—Percheron Capital is an active ESG investor—which it applies across its private fund holdings and third‑party allocations. The firm charges a blend of percentage-of-AUM fees and performance-based fees, aligning economic incentives between managers and limited partners. Given the firm’s structure and client base, emphasis is placed on long-duration, illiquid commitments and on managing the governance and operational oversight that come with sponsored pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • VERONICA POPP

    Chief Compliance OfficerCRD 5820488

  • DANA KIBLER

    Chief Administrative OfficerCRD 2620754

Contacts

2 of 2
  • CHRISTOPHER LAWLER

    Co-Founder and Managing DirectorCRD 5220109

  • CHRISTOPHER COLLINS

    Co-Founder and Managing PartnerCRD 5149106

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth