Peregrine Investment Advisors, LLC

RIASEC Registered

Total AUM

$368M

Discretionary

$368M

100% of AUM

Avg account

$1.8M

Accounts

206

Employees

4

Advisory reps

3

Firm details

Headquarters: Madison, Mississippi
CRD number: 153081
Registered since: March 8, 2010
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI86.09%
Corporations / Businesses7.23%
Charitable Organizations3.35%
Individuals3.33%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Peregrine Investment Advisors, LLC is an independent RIA organized as an LLC that provides fee-based portfolio management for individuals, families and small businesses, as well as for businesses or institutional clients. The firm charges a percentage-of-AUM fee and is registered with the SEC (registration year 2010). Its client focus is individual and family relationships rather than acting as a capital allocator or pension consultant. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds93%
Exchange Traded Equities6%
Cash & Cash Equivalents2%

Contacts

3 of 3

John Knox
PrincipalCRD 5759998
Kevin Anthony
Research AssociateCRD 7213382
Kevin Anthony
PrincipalCRD 1552494

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Madison, MS

Madison

Location

Madison, MS

Headquartered in Madison, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.

Metro area: Jackson-Vicksburg-Brookhaven, MS
Region: South
County: Madison
Address: 801 Baptist Dr
Time zone: CT (UTC-6)
Office locations

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