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Perennial Advisors, LLC

● SEC registered since 2013CRD 168859SEC# 801-78537New York, NY
Export (members)
Reg. AUM
$666.5M
Employees
5
Accounts
458
Location
New York, NY

Perennial Advisors, LLC assets under management

Perennial Advisors, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2013. It reports $666.5 million in regulatory assets under management and employs 5 people.
www.perennial.comView on SEC.gov ↗

Perennial Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Chris Joseph Heintz ControlManaging Partner And Chief Compliance Officer25-50%2013
Scott Fabrikant Strasser ControlManaging Partner25-50%2013
Shyamli Milam ControlPartner10-25%2013

Frequently asked questions

How much does Perennial Advisors, LLC manage?

Perennial Advisors, LLC reports $666.5 million in regulatory assets under management on its Form ADV.

How many employees does Perennial Advisors, LLC have?

Perennial Advisors, LLC reports 5 employees.

Where is Perennial Advisors, LLC located?

Perennial Advisors, LLC is based in New York, NY and has been SEC-registered since 2013.

Does Perennial Advisors, LLC disclose fund performance?

Perennial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1350 Avenue of the Americas, Suite 1920, New York, NY 10019
Phone212-652-3900
Fax818-797-2218
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
CIK1697360
Discloses disciplinary historyNo

Assets under management

Discretionary$661.9M
Non-discretionary$4.6M
Total (RAUM)$666.5M