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The Perspective Group, LLC

● SEC registered since 2020CRD 175294SEC# 801-119555Lawrence, KS
Export (members)
Reg. AUM
$174M
Employees
5
Accounts
552
Location
Lawrence, KS

The Perspective Group, LLC assets under management

The Perspective Group, LLC operates as an SEC-registered investment adviser based in Lawrence, KS. The firm has been registered since 2020. It reports $174 million in regulatory assets under management and employs 5 people.
www.linkedin.com/in/theperspectivegroupView on SEC.gov ↗

The Perspective Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Garrett L HaltonMember5-10%2019
Stephen Christopher Lane ControlPresident / Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does The Perspective Group, LLC manage?

The Perspective Group, LLC reports $174 million in regulatory assets under management on its Form ADV.

How many employees does The Perspective Group, LLC have?

The Perspective Group, LLC reports 5 employees.

Where is The Perspective Group, LLC located?

The Perspective Group, LLC is based in Lawrence, KS and has been SEC-registered since 2020.

Does The Perspective Group, LLC disclose fund performance?

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

Contact & registration

Address900 Massachusetts Street, Suite 602, Lawrence, KS 66044
Phone(785) 749-1881
Fax(785) 749-1100
Office hours8:30 a.m. - 3 p.m. (By Appointment)
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$154.9M
Non-discretionary$19.1M
Total (RAUM)$174M