PERKINS CAPITAL MANAGEMENT INC
Firm details
- Headquarters
- WAYZATA, Minnesota
- CRD number
- 105028
- Registered since
- December 5, 1984
- Website
- www.perkinscapital.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.58%
- Individuals11.58%
- Charitable Organizations5.7%
- Investment Companies4.94%
- Corporations / Businesses4.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Perkins Capital Management Inc is an equity-focused investment adviser that manages core portfolios for individuals, families and investment companies. The firm runs a concentrated, active-stock approach with a clear preference for exchange-traded equities and ETFs. Fee arrangements are based on a percentage of assets under management, and the adviser provides discretionary portfolio management for both small businesses and investment-company structures. Perkins Capital Management is not positioned as an ESG specialist, and it is not registered as a multistate adviser or a pension consultant. The firm’s filings show a mix of hands-on equity selection and selective use of third‑party alternative managers. That combination points to a strategy that leans on direct equity exposure for return generation, while supplementing risk and return profiles through private placements and venture allocations when appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities93%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- Other1%
Owners & executives
1 of 1DANIEL PERKINS
Chief Operating OfficerCRD 2250640
Contacts
3 of 3HARRY LINDBERG
Vice President and Portfolio ManagerCRD 724361
RICHARD PERKINS
PresidentCRD 851551
NANCY LINDBERG
Assistant Vice PresidentCRD 1170570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WAYZATA, MN
HENNEPIN
Location
WAYZATA, MN
Headquartered in WAYZATA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 730 Lake St E
- Time zone
- CT (UTC-6)
- Office locations
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