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Adviser Profile

Registration status Registration Changed to PERENNIAL CAPITAL ADVISORS, LLC
As of Date 03/12/2025
Adviser Type - Large advisory firm
Number of Employees 4 -20.00%
of those in investment advisory functions 4 -20.00%
AUM* 92,025,242 -11.46%
of that, discretionary 92,025,242 -11.46%
Private Fund GAV* 0 -100.00%
Avg Account Size 23,006,311 -11.46%
SMA’s No
Private Funds 0 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

Reported AUM

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

Private Funds



Employees

Brochure Summary