Peregrine Capital Management, LLC

RIASEC Registered
Total AUM
$4.1B
Discretionary
$4.1B
100% of AUM
Avg account
$66.7M
Accounts
61
Employees
28
Advisory reps
4

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
110052
Registered since
June 15, 1984
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • State / Municipal Government34.16%
  • Investment Companies27.41%
  • Pooled Investment Vehicles26.07%
  • Pension & Profit Sharing Plans7.43%
  • Insurance Companies2.13%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Peregrine Capital Management, LLC is an institutional registered investment adviser organized as an LLC that provides discretionary portfolio management to high-net-worth individuals, families and institutional clients. The firm is SEC-registered (initial registration recorded in 1984) and describes its advisory scope to include separate account management for individuals and small businesses, management for investment companies, pooled investment vehicles and institutional/business mandates. Compensation includes both a percentage-of-AUM component and performance-based fees. Peregrine reports integrating environmental, social and governance (ESG) considerations into its investment process and identifies equities—particularly exchange-traded instruments—as a primary preference.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
800 Lasalle Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth