Perennial Capital Advisors, LLC
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Overview
Perennial Capital Advisors, LLC is an advisory firm headquartered in Boston, Massachusetts. The company administers $103.9 million in assets under management across four customer accounts, making it a mid-tier firm in the country by assets under management (AUM). The company has a small team, including 5 financial advisors. Perennial Capital Advisors, LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like options, bonds and stocks.
Perennial Capital Advisors, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management signifies that buy and sell choices are made by a portfolio manager without requiring client authorization. The company's average account size is $26.0 million. The average advisor at Perennial Capital Advisors, LLC manages fewer than one client account, making it one of the most individualized firms in the country.
Perennial Capital Advisors, LLC's main office is at One Washington, Boston, Massachusetts 2108. The firm is legally allowed to serve clients in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Perennial Capital Advisors, LLC by the Numbers
$103.9 million
5
4
$26.0 million
Fee Structure
Fees charged by financial advisors largely depend on which services are offered. However, fee types charged by the firm most likely consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
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
The firm caters to pooled investment vehicles. Out of its four customers, Perennial Capital Advisors, LLC's largest client type by number of accounts is pooled investment vehicles. None of the company's clients are represented by non-U.S. persons.
- 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
Perennial Capital Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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