Perry Investment Management, LLC

Overview

Perry Investment Management, LLC is an independent registered investment adviser organized as a limited liability company serving primarily individual and family clients. The firm provides a mix of financial planning and portfolio management services, extending those services to small businesses and institutional clients as well. Fee arrangements are flexible and include percentage-of-assets, hourly fees and fixed-fee engagements. Investment activity shows a clear tilt toward equities: the firm’s stated preference is for exchange-traded equities and it manages most client assets on a discretionary basis. While not an active ESG investor, Perry Investment Management supplements long-only equity exposure with external alternative managers — specifically hedge funds — to address diversification and return-smoothing objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices