Perennial Advisors LLC

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Assets, Funds, Holdings

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Perennial Advisors LLC
CRD #168859
SEC #801-78537
CIK #0001697360, 0001801523
AUM $591.7 MM (2024-03-05)
Employees 5 (80% Investors, 0% Brokers)
Phone212-652-3900
Address1350 Avenue of The Americas
New York, NY 10019
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
60048036024012002009201420192025
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 ($MM)
80064048032016002015201820212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 7 8.5
(b) Individuals (high net worth individuals) 110 572.4
(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 1 1.0
(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 2 9.8
(n) Other 0 0.0
Total 435 591.7
By Discretionary
Discretionary 433 586.5
Non-Discretionary 2 5.2
Total 435 591.7
By Non-United States Persons
Non-United States Persons 9.9
United States Persons 581.8
Total 435 591.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001697360]
13F-HR [0001801523]
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Tiller Private Wealth Inc
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Gratus Wealth Advisors LLC
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Opes Wealth Management LLC
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Belmont Capital LLC
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