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| Happy Holidays!! thanks for using AUM13F!! |
| Perennial Advisors Group LLC
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| CRD # | 128600 |
| SEC # | 801-62908 |
| CIK # | 0001697360, 0001801523 |
| AUM | $324.0 M (2025-03-04) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 978-577-6025 |
| Address | 270 Littleton Road Westford, MA 01886 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 36.6 | ||
| Apple Inc | 24.9 | ||
| Nvidia Corp | 22.0 | ||
| Amazon Com Inc | 18.8 | ||
| Amphenol Corp /DE/ | 17.6 | ||
| J P Morgan Chase & Co | 16.2 | ||
| Alphabet Inc | 16.0 | ||
| American Express Co | 15.5 | ||
| KKR & Co LP | 14.9 | ||
| Mastercard Inc | 13.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 43.4 |
| (b) Individuals (high net worth individuals) | 91 | 280.0 |
| (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 | 0.6 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 688 | 324.0 |
| By Discretionary | ||
| Discretionary | 688 | 324.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 688 | 324.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 324.0 | |
| Total | 688 | 324.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697360] | |
| 13F-HR | [0001801523] |
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Houlihan Financial Resource Group Ltd
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VA | 0.3 |
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0.3 | |
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AFT Forsyth & Sober LLC
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FL | 0.3 |
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Mindset Wealth Management LLC
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IN | 0.3 |