PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

RIASEC RegisteredEst. 2014

Total AUM

$505M

Discretionary

$183M

36% of AUM

Avg account

$2.3M

Accounts

215

Employees

Advisory reps

Firm details

Headquarters: WAYZATA, Minnesota
CRD number: 119436
Registered since: April 7, 2014
Website: www.perceptive-edge.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Charitable Organizations64.28%
HNWI32.96%
Pension & Profit Sharing Plans1.68%
Individuals1.06%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Perceptive Edge Investment Management, Inc. is an independent registered investment adviser that has been SEC-registered since 2014. Structured as a corporation with individual ownership, the firm serves both high-net-worth individuals/families and institutional clients. Its advisory menu spans financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and larger institutions, pension consulting, manager selection, and educational seminars. The firm operates as a capital allocator and charges fees on a percentage-of-AUM basis in addition to offering hourly and fixed-fee arrangements. It does not self-identify as an active ESG investor and is not a multi-state adviser.