Perkins Fund Marketing, L.L.C.
Firm details
- Headquarters
- Jupiter, Florida
- CRD number
- 45642
- Registered since
- October 29, 1998
- Website
- www.pfm-llc.com
Firm profile
FINTRXOverview
Perkins Fund Marketing, L.L.C. is a limited liability company that functions as a placement agent. The firm has been SEC-registered since 1998 and is owned by an individual. Its regulatory profile indicates it does not operate as a capital allocator, which aligns with a placement-agent role focused on introducing or marketing investment managers or products rather than managing client capital directly. Public disclosures for Perkins Fund Marketing are minimal. The snapshot shows blank fields for business activities and advisory activities, and the firm reports it is not an active ESG investor, not a multistate adviser, not a pension consultant, and not a related adviser. Those entries suggest a narrow, transaction-oriented business rather than a broad advisory platform, but the firm has not provided further detail about the scope of services it offers or the types of investors it engages.
Assets & Accounts
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
Contacts
3 of 6Howard Armstrong
CCOCRD 865141

Kevin Cunningham
Registered RepresentativeCRD 1084185

Laurie Stearn
Senior Managing DirectorCRD 2009773
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jupiter, FL
Palm Beach
Location
Jupiter, FL
Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 1001 N Us Highway 1
- Time zone
- ET (UTC-5)
- Office locations
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