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| Perennial Advisors LLC
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|---|---|
| CRD # | 168859 |
| SEC # | 801-78537 |
| CIK # | 0001801523, 0001697360 |
| AUM | 761.9 M (2026-03-02) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 212-652-3900 |
| Address | 1350 Avenue of The Americas New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.9 |
| (b) Individuals (high net worth individuals) | 111 | 739.5 |
| (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 | 3 | 8.8 |
| (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 | 3 | 11.8 |
| (n) Other | 0 | 0.0 |
| Total | 493 | 761.9 |
| By Discretionary | ||
| Discretionary | 491 | 757.0 |
| Non-Discretionary | 2 | 4.9 |
| Total | 493 | 761.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.0 | |
| United States Persons | 747.9 | |
| Total | 493 | 761.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697360] | |
| 13F-HR | [0001801523] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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