9AT: PERENNIAL CAPITAL ADVISORS, LLC

PERENNIAL CAPITAL ADVISORS, LLC

PERENNIAL CAPITAL ADVISORS, LLC

Related Companies

Show removed companies

Adviser Profile

As of Date	03/12/2025
Registration status	Registration Changed to PERENNIAL CAPITAL ADVISORS, LLC
ADV Location	BOSTON, MA, United States
Contact Info	617 xxxxxxx
Websites

AUM^*	92,025,242 -11%
of that, discretionary	92,025,242 -11%
Number of Employees	4 -20%
of those in investment advisory functions	4 -20%
Private Fund GAV^*	0
Avg Account Size	23,006,311 -11%
SMA’s	No
Private Funds	0 4

Adviser Type

- Large advisory firm

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

166M 143M 119M 95M 71M 48M 24M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

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.