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PERENNIAL
PERENNIAL ADVISORS, LLC
CRD 168859 · SEC 801-78537
1350 AVENUE OF THE AMERICAS, SUITE 1920, NEW YORK, NY, 10019, United States
Phone
212-652-3900
Fax
818-797-2218
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$761.9M
Discretionary AUM
$757.0M
Team
5 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.9M |
| High net worth individuals | 111 | $739.5M |
| Charitable organizations | 3 | $8.8M |
| Corporations/business entities | 3 | $11.8M |
States served
CA, MA, NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD