Perennial Advisors Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westford, MA. Its latest Form ADV filing, dated March 11, 2026, reports $397M in regulatory assets under management, 4 employees, 1 office, and 662 accounts.
Assets Under Management
$397M
Employees
4
Offices
1 office
Total Clients
191
Primary office
WESTFORD, MA
270 LITTLETON ROAD, SUITE 19, WESTFORD, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.0% of total clients.
Top client categories% of clientsClients
1
HNWI
55.0%
105
2
Individuals
45.0%
86
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$397Mas of March 11, 2026
Discretionary100.0%
$397M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$397M
Total Accounts662
10Y AUM Change+$221M (+125.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee48:1
10Y Employee Change0 (0.0%)
* 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.