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Norris Perne & French LLP

● SEC registered since 1984CRD 104683SEC# 801-3475Grand Rapids, MI
Export (members)
Reg. AUM
$2.53B
Employees
9
Accounts
2,831
Location
Grand Rapids, MI

Norris Perne & French LLP assets under management

Norris Perne & French LLP is a registered investment adviser overseen by the SEC based in Grand Rapids, MI. The firm has been registered since 1984. It reports $2.5 billion in regulatory assets under management and employs 9 people.

Norris Perne & French LLP owners & executives

5 reported
NameTitleOwnershipSince
Charles Louis Dutcher ControlLimited Partner25-50%2014
Daniel Jason Lupo ControlLimited Partner10-25%2019
David Steven Hodge ControlChief Compliance Officer/Limited Partner10-25%2020
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Frequently asked questions

How much does Norris Perne & French LLP manage?

Norris Perne & French LLP reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Norris Perne & French LLP have?

Norris Perne & French LLP reports 9 employees.

Where is Norris Perne & French LLP located?

Norris Perne & French LLP is based in Grand Rapids, MI and has been SEC-registered since 1984.

Does Norris Perne & French LLP disclose fund performance?

Norris Perne & French LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address40 Pearl St., NW, Suite 500, Grand Rapids, MI 49503-3026
Phone616-459-3421
Fax616-459-5369
Office hours8:30 a.m. - 5:00p.m. (Est)
SEC regionChicago Regional Office (CHRO)
CIK1092290
Discloses disciplinary historyNo

Assets under management

Discretionary$2.53B
Non-discretionary$0
Total (RAUM)$2.53B