Perigee Capital, LP

RIASEC RegisteredEst. 2023
Total AUM
$426M
Discretionary
$426M
100% of AUM
Avg account
$3.6M
Accounts
119
Employees
1
Advisory reps
1

Firm details

Headquarters
Sarasota, Florida
CRD number
122085
Registered since
March 23, 2023
Fee structure
Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Perigee Capital, LP is a limited partnership registered with the SEC in 2023 that operates as an institutional registered investment adviser focused on managing pooled investment vehicles for institutional clients. The firm charges fixed fees and emphasizes portfolio management for its pooled vehicles rather than advisory-only services to individual retail clients. It is not positioned as an ESG-driven manager and does not present itself as a multi-state adviser. The firm maintains operational and industry linkages beyond advisory work: it functions in sponsor, general partner and managing-member roles for pooled vehicles and lists affiliations with broker‑dealers, accounting firms and insurance companies. Perigee Capital does not identify as a capital allocator in its snapshot, which aligns with its emphasis on operating and advising pooled investment vehicles.

Assets & Accounts

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

Contacts

1 of 1
  • George Strobel

    George Strobel

    FounderCRD 2654327

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Sarasota, FL

Sarasota

Location

Sarasota, FL

Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
Sarasota
Address
1990 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth