HOUSTON, TXCRD 171657Registration Status: ApprovedEffective since June 8, 2026Latest ADV June 8, 2026
Perea Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated June 8, 2026, reports $164M in regulatory assets under management, 1 employee, and 25 accounts.
Assets Under Management
$164M
Employees
1
Offices
--
Total Clients
25
Primary office
HOUSTON, TX
5718 WESTHEIMER RD., STE. 1000, HOUSTON, TX, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
25
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$164Mas of June 8, 2026
Discretionary100.0%
$164M
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.
Total AUM$164M
Total Accounts25
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee25:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.