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| Happy Holidays!! thanks for using AUM13F!! |
| Perceptive Edge Investment Management Inc
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|---|---|
| CRD # | 119436 |
| SEC # | 801-79412 |
| CIK # | |
| AUM | $454.7 M (2025-03-22) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 952-476-2770 |
| Address | 15600 Wayzata Blvd Wayzata, MN 55391 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 4.6 |
| (b) Individuals (high net worth individuals) | 28 | 150.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.6 |
| (h) Charitable organizations | 6 | 292.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 196 | 454.7 |
| By Discretionary | ||
| Discretionary | 176 | 161.5 |
| Non-Discretionary | 20 | 293.2 |
| Total | 196 | 454.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 454.7 | |
| Total | 196 | 454.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northern Capital Management Inc
✚
|
WA | 0.5 |
|
Stewardship Advisors LLC
✚
|
PA | 0.5 |
|
Persium Advisors LLC
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|
GA | 0.5 |
|
Clark Financial Services Group Inc
✚
|
MO | 0.5 |
|
Brueske Advisory Services LLC
✚
|
WA | 0.5 |
|
Aspire Private Capital LLC
✚
|
NC | 0.5 |
|
Wealth Advisors of Iowa LLC
✚
|
IA | 0.5 |
|
Jazz Wealth Managers Inc
✚
|
FL | 0.5 |
|
Atticus Wealth Management LLC
✚
|
FL | 0.4 |
|
Ifrah Financial Services Inc
✚
|
AR | 0.4 |