Perceptive Advisors
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Overview
Perceptive Advisors is an advisory firm based in New York, New York. It oversees $9.5 billion in assets under management throughout 30 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management (AUM). Perceptive Advisors has a small group, including 23 financial advisors. Perceptive Advisors is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments like equities, options and bonds.
Perceptive Advisors oversees all of its client assets in a discretionary manner. Discretionary management is a structure in which buy and sell decisions are made by an investment advisor without requiring the client's authorization. Perceptive Advisors supervises an average of $317.0 million in assets for each customer account. The average financial advisor at Perceptive Advisors manages about one client account, placing it among the most individualized financial advisor firms in the country.
The firm's headquarters is located at 51 Astor Place, New York, New York 10003. Perceptive Advisors is permitted to serve customers throughout a number of states, including Connecticut, New York and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Perceptive Advisors by the Numbers
$9.5 billion
39
30
$317.0 million
Fee Structure
Financial advisory fees largely vary depending on the services provided. However, fee types billed by Perceptive Advisors most likely include the following fee structures: 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
-
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles and other. Out of its 30 customers, Perceptive Advisors's biggest client type by number of accounts is pooled investment vehicles. About 30% of the firm's accounts are 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
Perceptive Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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