PEREA CAPITAL

RIASEC RegisteredEst. 2026
Total AUM
$164M
Discretionary
$164M
100% of AUM
Avg account
$6.6M
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
HOUSTON, Texas
CRD number
171657
Registered since
June 8, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Perea Capital is a single-office, SEC-registered adviser formed as an LLC in 2018 and owned by an individual. The firm does not report a retail client base and does not identify as an active ESG investor or a multi-state adviser. Its primary visible activity is advisory to a private pooled investment vehicle rather than providing broad independent wealth management or financial planning services to separate advisory accounts. The firm’s public filings and filings-derived data indicate a narrow operational focus: management and oversight of a single hedge fund vehicle. There is no public record of a diversified retail account book or separate managed account programs. Perea Capital is classified as unclassified in available filings and does not self-identify as a capital allocator or pension consultant in the reported materials.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • OMAR MUSA

    Managing PartnerCRD 5578909

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
5718 Westheimer Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth