Persium Advisors LLC

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Assets, Funds, Holdings

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Persium Advisors LLC
CRD #128335
SEC #801-71127
CIK #0002033683
AUM 583.6 M (2026-03-31)
Employees 13 (85% Investors, 0% Brokers)
Fees
Minimum
Phone678-322-3000
Address2100 RiverEdge Parkway
Atlanta, GA 30328
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
60048036024012002003201120192027
Sector Form 13F Holdings Value ($M)
Home Depot Inc 2.0
Apple Inc 1.6
Denali Holding Inc 1.3
AT&T Inc 1.2
Microsoft Corp 1.2
Total Sa 1.2
BHP Billiton Ltd 1.1
J P Morgan Chase & Co 1.0
Verizon Communications Inc 1.0
Wal Mart Stores Inc 1.0
View All
Holdings by Sector ($M)
14011284562802023202420252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 81 29.6
(b) Individuals (high net worth individuals) 77 362.5
(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 13 180.1
(h) Charitable organizations 1 0.7
(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 5 10.7
(n) Other 0 0.0
Total 484 583.6
By Discretionary
Discretionary 484 583.6
Non-Discretionary 0 0.0
Total 484 583.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 583.6
Total 484 583.6
EDGAR Form CIK 2011 - 2026
13F-HR [0002033683]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesInstitutional, Retail, Research
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