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
- HNWI71.61%
- Individuals12.93%
- Charitable Organizations6.04%
- Corporations / Businesses4.9%
- Pension & Profit Sharing Plans4.52%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Perkins Capital Management Inc is a small, SEC-registered corporate adviser founded in 1984 and owned by an individual. The firm serves both individual/family and institutional clients, charging fees as a percentage of assets under management and focusing its advisory work on portfolio management for individuals and small businesses. Perkins is not registered as a multi-state adviser, does not describe itself as an active ESG investor, and is not positioned as a capital allocator; instead it uses external managers for certain alternative exposures.
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 Equities93%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- Other1%
Owners & executives
1 of 1
Daniel 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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