Perlmutter Advisors LLC

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Assets, Funds, Holdings

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Perlmutter Advisors LLC
CRD #155019
SEC #801-71904
CIK #
AUM
Employees 5 (80% Investors, 0% Brokers)
Phone847-748-3034
Address1849 Green Bay Road, 4th Floor
Highland Park, IL 60035-3151
Source [IAPD] [Website]
Total AUM ($M)
100080060040020002010201520202025
Type Form D Funds Date Sold ($M) AUM ($M)
RE PIAC LLC 2014-03-12 41.0
RE PIC Pinecrest LLC 2014-03-12 1.9
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0.0
(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 0 0.0
(n) Other 0 0.0
Total 1 50.7
By Discretionary
Discretionary 1 50.7
Non-Discretionary 0 0.0
Total 1 50.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 50.7
Total 1 50.7
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