Peregrine Asset Advisers, Inc.
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
FINTRXOverview
Peregrine Asset Advisers, Inc. is an independent, privately owned Registered Investment Adviser that has been SEC-registered since 2001. The firm works with both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Peregrine functions as a capital allocator — it builds portfolios using both in-house selections and third-party managers. Compensation is primarily based on a percentage of assets under management, with some additional fee arrangements described as "other." The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$209M in ETFs
87%
$182M
4%
$27.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $25.8M | 255,922 | 12.32% |
Location
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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