Peregrine Asset Advisers Inc

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Peregrine Asset Advisers Inc
CRD #115738
SEC #801-60608
CIK #0001535227
AUM 611.0 M (2026-03-10)
Employees 8 (75% Investors, 0% Brokers)
Phone503-459-4651
Address9755 SW Barnes Rd
Portland, OR 97225
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
70056042028014001999200820172027
In the News
Fri, 03 Jul 2026 Peregrine Asset Advisers Inc. Has $5.19 Million Position in Old Dominion Freight Line, Inc. $ODFL — MarketBeat
Fri, 03 Jul 2026 Peregrine Asset Advisers Inc. Raises Position in Republic Services, Inc. $RSG — MarketBeat
Sector Form 13F Holdings Value ($M)
Apple Inc 11.2
Quanta Services Inc 9.4
Comfort Systems USA Inc 9.4
Microsoft Corp 9.1
PepsiCo Inc 8.7
Alphabet Inc 8.5
Nvidia Corp 7.7
Amazon Com Inc 6.4
Boeing Co 6.3
Sherwin Williams Co 5.9
View All
Holdings by Sector ($M)
4003202401608002011201620212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 390 184.7
(b) Individuals (high net worth individuals) 51 399.5
(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 0.0
(h) Charitable organizations 7 12.8
(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 28 13.9
(n) Other 0 0.0
Total 476 611.0
By Discretionary
Discretionary 470 606.1
Non-Discretionary 6 4.9
Total 476 611.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 611.0
Total 476 611.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001535227]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
Clients36
ServesInstitutional, Retail
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Arbor Trust Wealth Advisors LLC
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Vista Investment Partners LLC
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Strengthening Families & Communities LLC
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Keeler & Nadler Financial Planning and Wealth Management LLC
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Wespac Advisors Socal LLC
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