|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Peregrine Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 153081 |
| SEC # | 801-71179 |
| CIK # | |
| AUM | $343.6 M (2025-02-10) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 769-216-3232 |
| Address | 801 Baptist Drive Madison, MS 39110 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 11.7 |
| (b) Individuals (high net worth individuals) | 51 | 295.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 11.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 25.2 |
| (n) Other | 0 | 0.0 |
| Total | 218 | 343.6 |
| By Discretionary | ||
| Discretionary | 218 | 343.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 218 | 343.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 343.6 | |
| Total | 218 | 343.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Goodwin Investment Advisory LLC
✚
|
GA | 0.3 |
|
Clarendon Private LLC
✚
|
MA | 0.3 |
|
Confidence Wealth Management Inc
✚
|
CA | 0.3 |
|
Brown McLeod Inc
✚
|
AL | 0.3 |
|
Bull Harbor Capital LLC
✚
|
MD | 0.3 |
|
Jackson Creek Investment Advisors LLC
✚
|
CO | 0.3 |
|
Keating Investment Counselors Inc
✚
|
FL | 0.3 |
|
JMK & Associates LLC
✚
|
WA | 0.3 |
|
Owen Larue LLC
✚
|
KY | 0.3 |
|
IAMS Wealth Management LLC
✚
|
NE | 0.3 |