Perceptive Edge Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Wayzata, MN. Its latest Form ADV filing, dated March 30, 2026, reports $505M in regulatory assets under management, 4 employees, and 215 accounts.
Assets Under Management
$505M
Employees
4
Offices
--
Total Clients
97
Primary office
WAYZATA, MN
15600 WAYZATA BLVD., SUITE 101, WAYZATA, MN, United States
Top client segmentIndividuals represent 63.9% of total clients.
Top client categories% of clientsClients
1
Individuals
63.9%
62
2
HNWI
29.9%
29
3
Charitable
6.2%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$505Mas of March 30, 2026
Discretionary36.3%
$183M
36% of total RAUM36.3%
Non-discretionary63.7%
$322M
64% of total RAUM63.7%
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$505M
Total Accounts215
10Y AUM Change+$437M (+644.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee24:1
10Y Employee Change+1 (+33.3%)
* 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.