A16z Perennial Management, L.P.
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 324429
- Registered since
- January 27, 2023
- Website
- a16z.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- HNWI75.48%
- Pooled Investment Vehicles18.94%
- Charitable Organizations5.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
A16z Perennial Management, L.P. is a limited partnership operating as an independent registered investment adviser and capital allocator. The firm is SEC-registered and reports serving both individual and family clients as well as institutional investors. Its operating model combines portfolio management for individual and small-business accounts with management of pooled investment vehicles and the selection of external advisers. The firm also engages in commodity pool operator/commodity trading advisor (CPO/CTA) activities. Fee arrangements include asset-based fees and performance-linked compensation, and the adviser reports it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds10%
- State & Local Bonds8%
- US Government Bonds2%
Owners & executives
2 of 2
Michel Del Buono
Chief Investment OfficerCRD 6436122
Robert Walker
Chief Compliance OfficerCRD 7552343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$383M in ETFs
92%
$352M
8%
$31M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $101M | 147,401 | 26.35% |
Location
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 2875 Sand Hill Rd
- Time zone
- PT (UTC-8)
- Office locations
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