PERENNIAL CAPITAL ADVISORS, LLC

other names
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Adviser Profile
As of Date 03/04/2024
Adviser Type - Large advisory firm
Number of Employees 4 -20.00%
of those in investment advisory functions 4 -20.00%
Registration SEC, Approved, 3/15/2012
AUM* 92,025,242 -11.46%
of that, discretionary 92,025,242 -11.46%
Private Fund GAV* 80,776,460 -10.26%
Avg Account Size 23,006,311 -11.46%
SMA’s No
Private Funds 4
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
166M 143M 119M 95M 71M 48M 24M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count4 GAV$80,776,460

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Brochure Summary

Overview

Perennial Capital Advisors, LLC (“Perennial Capital”) provides investment advisory services to private investment fund of funds (the “Perennial Capital Funds”) with a focus on selecting, monitoring and providing reporting on primarily limited partnership interests in private equity real estate funds, and in some cases, in direct real estate co-investments with an underlying fund or investments in private real estate funds through secondary transactions. The Perennial Capital Funds use a fund of funds investment structure and, as such, they do not typically make direct investments in publicly-traded securities or in private operating entities. Perennial Capital was formed in 2004 and has offices in Boston, Massachusetts. The principal owner of Perennial Capital is Leslie E. Greis, who is the sole managing member of Perennial Capital. Investors and prospective investors in each Perennial Capital Fund should refer to the confidential private placement memorandum, limited partnership agreement, adviser agreement and other governing documents for each Perennial Capital Fund (the “Governing Documents”) for
complete information on the investment objectives and investment restrictions with respect to a particular Perennial Capital Fund. There is no assurance that any of the Perennial Capital Funds’ investment objectives will be achieved. A related entity of Perennial Capital generally acts as the general partner of each Perennial Capital Fund, and Perennial Capital is the investment manager of each Perennial Capital Fund. In accordance with common industry practice, one or more of the Perennial Capital Fund general partners has the ability enter into “side letters” or similar agreements with certain investors pursuant to which the general partner grants the investor specific rights, benefits, or privileges that are not made available to investors generally. Perennial Capital does not participate in wrap fee programs. Perennial Capital manages all assets on a discretionary basis in accordance with the terms and conditions of each of the Perennial Capital Fund’s Governing Documents. As of December 31, 2023, the amount of assets Perennial Capital manages on a discretionary basis was $92,025,242.