Perennial
Firm details
- Headquarters
- New York, New York
- CRD number
- 168859
- Registered since
- September 9, 2013
- Website
- perennial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.05%
- Corporations / Businesses1.54%
- Charitable Organizations1.15%
- Individuals0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Perennial operates as an independent registered investment adviser organized as a limited liability company and registered with the SEC since 2013. It is owner-operated and positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. The firm charges both percentage-of-AUM and fixed fees and provides financial planning, portfolio management for individuals and small businesses, and manager selection services. Perennial reports a preference for equities in its discretionary portfolios and does not self-identify as an active ESG investor. It is not structured as a multi-state adviser, a pension consultant, or a related adviser under its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- US Government Bonds9%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
Contacts
3 of 4
Shyamli Milam
PartnerCRD 6271462
Scott Strasser
Managing PartnerCRD 6242609
Chris Heintz
Managing PartnerCRD 2520867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$164M in ETFs
69%
$114M
13%
$50.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $17.2M | 46,582 | 10.44% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1350 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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