PEREGRINE INVESTMENT ADVISORS, LLC

Overview

Peregrine Investment Advisors, LLC is a privately held investment adviser formed in 2010 that manages discretionary portfolios for individuals, families and small institutions. The firm charges a percentage-of-AUM fee and focuses its client work on personalized portfolio management rather than running pooled funds—it is not a capital allocator. Peregrine’s investment approach emphasizes publicly traded vehicles, with a clear tilt toward mutual funds and other public funds as the primary building blocks of client portfolios. The firm does not present itself as an active ESG investor. Peregrine provides portfolio management for both individual/small business clients and business or institutional clients, suggesting a mix of household and entity-level relationships. Given the heavy use of third-party mutual funds and a stated allocation to third-party real estate managers, the firm appears to combine core public-market exposures with selective alternative real estate allocations sourced from outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices