PERRY CAPITAL PARTNERS LLC
Firm details
- Headquarters
- ,
- CRD number
- 312808
- Registered since
- May 17, 2021
- Fee structure
- Subscription Fees, Fixed Fees
- Client types
- Other Investment Advisers100%
- Services
- Publication of Periodicals
Firm profile
FINTRXOverview
Perry Capital Partners LLC operates as a limited liability company and is registered with the SEC since 2021. The firm focuses on institutional clients, providing advisory services that include the publication of periodicals or newsletters. While it does not engage in capital allocation or ESG investment, it operates under a fee structure that includes subscription and fixed fees. The firm has not established itself as a multi-state adviser and does not have affiliations with related advisers or pension consultants.
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 Equities100%
Owners & executives
1 of 1JAMES PERRY
Founder and CIOCRD 1328154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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