PEREGRINE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- MINNEAPOLIS, Minnesota
- CRD number
- 110052
- Registered since
- June 15, 1984
- Website
- www.peregrine.com
- Custodians
- THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- State / Municipal Government34.16%
- Investment Companies27.41%
- Pooled Investment Vehicles26.07%
- Pension & Profit Sharing Plans7.43%
- Insurance Companies2.13%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Peregrine Capital Management, LLC is a long-established investment adviser registered with the SEC since 1984 and organized as an LLC with domestic ownership. The firm serves both high-net-worth individuals and families as well as institutional clients and runs a mix of separately managed accounts and pooled vehicles. Its stated fee model combines a percentage-of-assets charge with performance-based fees, signaling that some mandates or funds carry incentive arrangements alongside traditional advisory fees. Equities are the clear focus of the investment program. The firm reports active ESG investing, which it incorporates into portfolio decisions. Advisory activity spans portfolio management for individuals and small businesses, management of investment companies and pooled vehicles, and institutional mandates. That scope, together with the performance-fee element, suggests Peregrine runs concentrated, actively managed equity portfolios alongside vehicles that can accommodate fee arrangements tied to returns.
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 Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1STEPHEN SIMON
Chief Compliance OfficerCRD 4871134
Contacts
3 of 3GARY NUSSBAUM
Portfolio ManagerCRD 4361436
BRIAN DONOHUE
Portfolio ManagerCRD 2581610
ANDREW FLIS
Portfolio ManagerCRD 5545541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$437K in ETFs
100%
$437K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $437K | 1,026 | 100.00% |
Location
MINNEAPOLIS, MN
HENNEPIN
Location
MINNEAPOLIS, MN
Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 800 Lasalle Ave
- Time zone
- CT (UTC-6)
- Office locations
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