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| Happy Holidays!! thanks for using AUM13F!! |
| Perennial Investment Advisors LLC
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| CRD # | 286477 |
| SEC # | 801-110619 |
| CIK # | 0001697360, 0001801523 |
| AUM | $1.9 B (2025-05-28) |
| Employees | 50 (84% Investors, 80% Brokers) |
| Phone | 310-445-2504 |
| Address | 11620 Wilshire Boulevard Los Angeles, CA 90025 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001697360 0001801523 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 36.6 | ||
| Apple Inc | 24.9 | ||
| Nvidia Corp | 22.0 | ||
| Amazon Com Inc | 18.8 | ||
| Amphenol Corp /DE/ | 17.6 | ||
| J P Morgan Chase & Co | 16.2 | ||
| Alphabet Inc | 16.0 | ||
| American Express Co | 15.5 | ||
| KKR & Co LP | 14.9 | ||
| Mastercard Inc | 13.7 | ||
| VISA Inc | 13.1 | ||
| SPDR Gold Trust | 13.1 | ||
| Costco Wholesale Corp /NEW | 13.1 | ||
| Fiserv Inc | 12.7 | ||
| Honeywell International Inc | 10.0 | ||
| Facebook Inc | 9.4 | ||
| Cisco Systems Inc | 9.0 | ||
| Air Products & Chemicals Inc /DE/ | 8.6 | ||
| Union Pacific Corp | 8.2 | ||
| McDonalds Corp | 7.9 | ||
| Walt Disney Co | 7.6 | ||
| Johnson & Johnson | 7.6 | ||
| General Dynamics Corp | 7.3 | ||
| Thermo Fisher Scientific Inc | 6.5 | ||
| Xylem Inc | 6.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,086 | 458.1 |
| (b) Individuals (high net worth individuals) | 709 | 1,308.1 |
| (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 | 73 | 77.8 |
| (h) Charitable organizations | 11 | 36.5 |
| (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 | 20 | 17.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,833 | 1,898.1 |
| By Discretionary | ||
| Discretionary | 2,833 | 1,898.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,833 | 1,898.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,898.1 | |
| Total | 2,833 | 1,898.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697360] | |
| 13F-HR | [0001801523] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Reinhart Partners LLC
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|
WI | 1.9 |
|
The Wealth Alliance LLC
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|
NY | 1.9 |
|
Claret Asset Management Corp
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|
1.9 | |
|
Beaird Harris Wealth Management LLC
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|
TX | 1.9 |
|
J Stern & Co LLP
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|
1.9 | |
|
CornerStone Management Inc
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|
GA | 1.9 |
|
Focused Wealth Management Inc
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|
NY | 1.9 |
|
Well Done LLC
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|
MI | 1.9 |
|
DT Investment Partners LLC
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|
PA | 1.9 |
|
Heartland Advisors Inc
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|
WI | 1.9 |