Peregrine Asset Advisers, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 10, 2026, reports $611M in regulatory assets under management, 8 employees, 2 offices, and 476 accounts.
Assets Under Management
$611M
Employees
8
Offices
2 offices
Total Clients
476
Primary office
PORTLAND, OR
9755 SW BARNES RD, SUITE 610, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.9% of total clients.
Top client categories% of clientsClients
1
Individuals
81.9%
390
2
HNWI
10.7%
51
3
Corporations
5.9%
28
4
Charitable
1.5%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$611Mas of March 10, 2026
Discretionary99.2%
$606M
99% of total RAUM99.2%
Non-discretionary0.8%
$5M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$611M
Total Accounts476
10Y AUM Change+$326M (+114.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee60:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.