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 is an SEC-registered institutional registered investment adviser (registered in 2021) that serves institutional clients from a single-owner, limited liability company structure. The firm bills on subscription and fixed-fee arrangements rather than traditional AUM-based percentage fees. Its filings identify one of its advisory activities as the publication of periodicals or newsletters. Perry Capital Partners is not a pension consultant, not a multi-state adviser, and does not self-identify as an active ESG investor.
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 1
James 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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