Peregrine Investment Advisors, LLC
Firm details
- Headquarters
- Madison, Mississippi
- CRD number
- 153081
- Registered since
- March 8, 2010
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.09%
- Corporations / Businesses7.23%
- Charitable Organizations3.35%
- Individuals3.33%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Peregrine Investment Advisors, LLC is an independent RIA organized as an LLC that provides fee-based portfolio management for individuals, families and small businesses, as well as for businesses or institutional clients. The firm charges a percentage-of-AUM fee and is registered with the SEC (registration year 2010). Its client focus is individual and family relationships rather than acting as a capital allocator or pension consultant. 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
- Public Funds/Mutual Funds93%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Contacts
3 of 3
John Knox
PrincipalCRD 5759998
Kevin Anthony
Research AssociateCRD 7213382
Kevin Anthony
PrincipalCRD 1552494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Madison, MS
Madison
Location
Madison, MS
Headquartered in Madison, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.
- Metro area
- Jackson-Vicksburg-Brookhaven, MS
- Region
- South
- County
- Madison
- Address
- 801 Baptist Dr
- Time zone
- CT (UTC-6)
- Office locations
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