Perry Capital Partners LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 31, 2025, reports $450M in regulatory assets under management, 1 employee, and 7 accounts.
Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$450Mas of March 31, 2025
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$450M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$450M
Total Accounts7
10Y AUM Change$-476M (-51.4%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee7:1
10Y Employee Change0 (0.0%)
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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.