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| Perennial Advisors Group LLC
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|---|---|
| CRD # | 128600 |
| SEC # | 801-62908 |
| CIK # | 0001801523, 0001697360 |
| AUM | 397.4 M (2026-03-11) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 978-577-6025 |
| Address | 270 Littleton Road Westford, MA 01886 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001801523 0001697360 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 35.2 | ||
| Alphabet Inc | 31.4 | ||
| Microsoft Corp | 28.1 | ||
| Amphenol Corp /DE/ | 27.6 | ||
| Nvidia Corp | 25.8 | ||
| Amazon Com Inc | 21.7 | ||
| J P Morgan Chase & Co | 17.8 | ||
| SPDR Gold Trust | 17.2 | ||
| American Express Co | 16.3 | ||
| Cisco Systems Inc | 15.5 | ||
| Applied Materials Inc /DE | 14.4 | ||
| Visa Inc | 13.0 | ||
| Mastercard Inc | 12.8 | ||
| Costco Wholesale Corp /NEW | 12.4 | ||
| Johnson & Johnson | 12.3 | ||
| KKR & Co LP | 10.4 | ||
| Union Pacific Corp | 9.9 | ||
| Facebook Inc | 9.2 | ||
| General Dynamics Corp | 8.7 | ||
| Thermo Fisher Scientific Inc | 8.4 | ||
| Fedex Corp | 8.0 | ||
| McDonalds Corp | 7.6 | ||
| American Water Works Company Inc | 6.7 | ||
| US Bancorp de | 6.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 39.3 |
| (b) Individuals (high net worth individuals) | 105 | 357.0 |
| (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 | 1.1 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 662 | 397.4 |
| By Discretionary | ||
| Discretionary | 662 | 397.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 662 | 397.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 397.4 | |
| Total | 662 | 397.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697360] | |
| 13F-HR | [0001801523] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Prometheus Capital Management Corp
✚
|
PA | 397.8 M |
|
IAMS Wealth Management LLC
✚
|
NE | 397.2 M |
|
Sagebroadview Wealth Management LLC
✚
|
CT | 397.2 M |
|
Alpha Solutions Investment Advisors LLC
✚
|
CA | 397.1 M |
|
Centennial Wealth Advisory LLC
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|
MI | 397.1 M |
|
Sutton Place Investors LLC
✚
|
NY | 397.0 M |
|
Goodwin Investment Advisory LLC
✚
|
GA | 397.0 M |
|
Miramontes Capital LLC
✚
|
CA | 396.9 M |
|
New Insight Wealth Advisors
✚
|
CA | 396.9 M |
|
Visionary Horizons LLC
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|
TN | 396.7 M |