PEREGRINE ASSET ADVISERS, INC.

RIASEC RegisteredEst. 2001
Total AUM
$611M
Discretionary
$606M
99% of AUM
Avg account
$1.3M
Accounts
476
Employees
8
Advisory reps
6

Firm details

Headquarters
PORTLAND, Oregon
CRD number
115738
Registered since
October 3, 2001
Website
peregrineaa.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • HNWI65.39%
  • Individuals30.23%
  • Corporations / Businesses2.28%
  • Charitable Organizations2.1%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Peregrine Asset Advisers, Inc. is an independent, SEC-registered investment adviser formed in 2001 that acts as a capital allocator for both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and selection of external managers. Its fee model is primarily a percentage of assets under management with some other fee arrangements. Peregrine does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, US Government Bonds 20%, Cash & Cash Equivalents 9%, State & Local Bonds 3%, Investment Grade Corp Bonds 3%65%
  • Exchange Traded Equities65%
  • US Government Bonds20%
  • Cash & Cash Equivalents9%
  • State & Local Bonds3%
  • Investment Grade Corp Bonds3%

Contacts

3 of 6

  • DANIEL BOTTI

    PrincipalCRD 1272707

  • Robert Stuermer

    Senior Investment AdvisorCRD 7500585

  • JOHN KINGERY

    Portfolio ManagerCRD 1504867

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 78

Active vs passive

$156M in ETFs

Passive

83%

$129M

Active

5%

$26.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$20.6M204,75313.23%
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Location

Primary office

PORTLAND, OR

WASHINGTON

Location

PORTLAND, OR

Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
WASHINGTON
Address
9755 SW Barnes Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth