Perini Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carlsbad, NM. Its latest Form ADV filing, dated April 14, 2026, reports $287M in regulatory assets under management, 5 employees, and 71 accounts.
Assets Under Management
$287M
Employees
5
Offices
--
Total Clients
71
Primary office
CARLSBAD, NM
910 WEST PIERCE STREET, SUITE 225, CARLSBAD, NM, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.4% of total clients.
Top client categories% of clientsClients
1
HNWI
70.4%
50
2
Individuals
19.7%
14
3
Pooled Investment Vehicles
8.5%
6
4
Investment Cos.
1.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$287Mas of April 14, 2026
Discretionary57.2%
$164M
57% of total RAUM57.2%
Non-discretionary42.8%
$123M
43% of total RAUM42.8%
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.
Total AUM$287M
Total Accounts71
10Y AUM Change+$135M (+88.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee14:1
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.