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Perennial Investment Advisors, LLC

● SEC registered since 2017CRD 286477SEC# 801-110619Los Angeles, CA
Export (members)
Reg. AUM
$1.9B
Employees
50
Accounts
2,833
Location
Los Angeles, CA

Perennial Investment Advisors, LLC assets under management

Perennial Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Los Angeles, CA. The firm has been registered since 2017. It reports $1.9 billion in regulatory assets under management and employs 50 people.

Perennial Investment Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Alfred K. Martinez ControlChief Technology OfficerUnder 5%2021
Anthony Seo Lee ControlChief Compliance OfficerUnder 5%2021
Dcs Investments, LLC ControlMember5-10%2017
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Frequently asked questions

How much does Perennial Investment Advisors, LLC manage?

Perennial Investment Advisors, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Perennial Investment Advisors, LLC have?

Perennial Investment Advisors, LLC reports 50 employees.

Where is Perennial Investment Advisors, LLC located?

Perennial Investment Advisors, LLC is based in Los Angeles, CA and has been SEC-registered since 2017.

Does Perennial Investment Advisors, LLC disclose fund performance?

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

Contact & registration

Address11620 Wilshire Boulevard, Suite 400, Los Angeles, CA 90025
Phone310-445-2504
Office hours9 a.m. - 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1801523
Discloses disciplinary historyNo

Assets under management

Discretionary$1.9B
Non-discretionary$0
Total (RAUM)$1.9B