Perigee Securities LP

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Sarasota, Florida
CRD number
123210
Registered since
February 25, 2003

Firm profile

FINTRX

Overview

Perigee Securities LP is organized as a partnership with domestic-entity and individual ownership. Publicly available information about the firm’s business activities, advisory services, fee model, and client focus is minimal. Regulatory and status fields in the snapshot indicate it is classified as "unclassified," it does not function as a capital allocator, it does not present itself as an active ESG investor, and it is not described as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The limited disclosures make it difficult to describe a clear investment mandate, target client segment, or service model from publicly posted records alone.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth