A. J. PERRY & CO.

Overview

A. J. Perry & Co. is a small, privately owned investment advisory corporation that focuses on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and operates primarily through discretionary mandates — nearly all reported assets are managed on a discretionary basis. A. J. Perry & Co. is registered with the SEC (registration year reported as 2026) and classifies itself outside standard adviser subtypes; it is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Investment activity centers on separately managed account work and model-driven portfolio management rather than broad public fund distribution or wholesale alternative sourcing. The firm’s client mix includes individual and family investors and institutional relationships, but the scale and account counts indicate a concentrated client base served with tailored strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices