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 2023-registered independent RIA organized as a limited partnership that acts as a capital allocator for both individual/family and institutional clients. The firm provides fee-based advisory services that include financial planning, portfolio management for individuals and pooled vehicles, and selection of other advisers. Its business operations also include commodity pool operator/commodity trading adviser activity. Compensation arrangements combine a percentage-of-AUM fee with performance-based fees and other fee structures. The firm is not an active ESG investor and is organized as a domestic entity/individual ownership structure.
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 2MICHEL 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 15Active vs passive
$231M in ETFs
94%
$218M
6%
$13.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF) | BondBloxx | Passive | Short Government | $70.1M | 1,392,000 | 30.30% |
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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