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| Perennial Advisors Group LLC
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| |
|---|---|
| CRD # | 128600 |
| SEC # | 801-62908 |
| CIK # | 0001697360, 0001801523 |
| AUM | $287.1 MM (2024-07-23) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 978-577-6025 |
| Address | 270 Littleton Road Westford, MA 01886 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 34.0 | |
| AAPL | 2,382,844.0 | 26.9 | |
| NVDA | 399,550.0 | 18.3 | |
| GOOG | 1,482,566.4 | 17.3 | |
| AMZN | 1,092,997.8 | 16.2 | |
| KKR | 28,777.0 | 12.4 | |
| APH | 38,646.8 | 12.3 | |
| AXP | 107,077.6 | 11.7 | |
| COST | 207,576.9 | 11.7 | |
| JPM | 340,169.2 | 11.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 49.1 |
| (b) Individuals (high net worth individuals) | 86 | 237.4 |
| (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 | 732 | 287.1 |
| By Discretionary | ||
| Discretionary | 732 | 287.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 732 | 287.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 287.1 | |
| Total | 732 | 287.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001697360] | |
| 13F-HR | [0001801523] |
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