|
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| Perry Capital Partners LLC
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| |
|---|---|
| CRD # | 312808 |
| SEC # | 801-121241 |
| CIK # | |
| AUM | $395.0 MM (2024-07-08) |
| Employees | 1 (0% Investors, 0% Brokers) |
| Phone | 847-668-1560 |
| Address | 90 Alton Road Miami Beach, FL 33139 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 395.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 395.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 3 | 395.0 |
| Total | 3 | 395.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 395.0 | |
| Total | 3 | 395.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Aca/Prudent Investors Planning Corporation
✚
|
NJ | 0.3 |
|
Scudder Stevens & Clark Corporation Delaware
✚
|
NY | 0.0 |
|
Emeriti Consortium for Retirement Health Solutions
✚
|
NY | 0.0 |
|
AEA Advisers Inc
✚
|
NY | 0.0 |
|
V Squared Investment Management LLC
✚
|
MA | 0.0 |
|
Guardian Plus RS Inc
✚
|
WA | 0.0 |
|
Fidelity Management & Research Far East Inc
✚
|
MA | 0.0 |
|
Gardner Underwood & Bacon LLC
✚
|
CA | 0.0 |
|
The Prudential Asset Management Co Inc
✚
|
NJ | 0.0 |
|
BC Manager LLC
✚
|
MA | 0.0 |