Perennial is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 2, 2026, reports $762M in regulatory assets under management, 5 employees, and 493 accounts.
Assets Under Management
$762M
Employees
5
Offices
--
Total Clients
123
Primary office
NEW YORK, NY
1350 AVENUE OF THE AMERICAS, SUITE 1920, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 90.2% of total clients.
Top client categories% of clientsClients
1
HNWI
90.2%
111
2
Individuals
4.9%
6
3
Charitable
2.4%
3
4
Corporations
2.4%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$762Mas of March 2, 2026
Discretionary99.4%
$757M
99% of total RAUM99.4%
Non-discretionary0.6%
$5M
1% of total RAUM0.6%
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$762M
Total Accounts493
10Y AUM Change+$542M (+246.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee25:1
10Y Employee Change+1 (+25.0%)
* 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.