PERIMETER INVESTMENTS

Overview

Perimeter Investments is a small, fee-based investment adviser organized as an LLC that provides discretionary portfolio management primarily for individuals and small businesses. The firm’s reported activity shows a clear tilt toward publicly traded equities as the core of its portfolios, using exchange-traded securities as the primary vehicle for equity exposure. Its business filing lists its role as a salesperson of other financial products in addition to advisory services, and the firm charges a percentage-of-AUM fee for portfolio management. Perimeter Investments does not list ESG investing as an active focus and reports itself as operating in a single state. Manager allocation and external relationships appear conservative and targeted: equity ETFs and single-name traded equities form the bulk of deployed capital, while the firm also allocates to third-party managers for real estate exposure and uses mutual funds to fill out non-equity exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices