Pearl River Capital, LLC
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Overview
Pearl River Capital, LLC is an advisory company headquartered in Niles, Michigan. The company has $652.3 million in assets under management across four customer accounts, placing it among the bigger firms in the nation by assets under management (AUM). Pearl River Capital, LLC has a small group, including 7 financial advisors. Pearl River Capital, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like equities, bonds and options.
Pearl River Capital, LLC oversees all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor makes buy and sell choices without needing client permission. The firm's average account size is $163.1 million. The average financial advisor at Pearl River Capital, LLC oversees fewer than one client account, placing it among the most individualized firms in the country.
The company's central office is located at 2003 Morris Drive, Niles, Michigan 49120. The firm is allowed to provide services to investors in the state of Michigan.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pearl River Capital, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$652.3 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
11
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
4
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$163.1 million
Fee Structure
Financial management fees usually are based on which services are offered. However, fees charged by Pearl River Capital, LLC typically consist of the following fee structure: performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Pearl River Capital, LLC.
Available
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its four clients, Pearl River Capital, LLC's largest client type by number of accounts is pooled investment vehicles. None of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Pearl River Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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