| Name | Title | Ownership | Since |
|---|---|---|---|
| David Allan Carpenter Control | Managing Member/Owner/Principal | Under 5% | 1998 |
| Kelsey Lynn Brennan | Chief Compliance Officer/Principal/Financial Advisor | 10-25% | 2024 |
| Memento Trust Control | Shareholder | 50-75% | 2024 |
Perennial Advisors Group, LLC reports $324 million in regulatory assets under management on its Form ADV.
Perennial Advisors Group, LLC reports 4 employees.
Perennial Advisors Group, LLC is based in Westford, MA and has been SEC-registered since 2004.
Perennial Advisors Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 270 Littleton Road, Suite 19, Westford, MA 01886 |
| Phone | (978) 577-6025 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $324M |
| Non-discretionary | $0 |
| Total (RAUM) | $324M |