PERENNIAL

Overview

Perennial is an independent registered investment adviser organized as a limited liability company that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm combines a core emphasis on exchange-traded equities with active use of third-party managers for private market and hedge strategies. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of outside advisers, which supports a hybrid model of in-house investment decision-making plus manager-sourced alpha. The firm’s fee model mixes percentage-of-AUM billing with fixed fees, and its operating profile shows a strong tilt toward discretionary mandates. Perennial is not an ESG-focused manager and is presented as a single-state adviser in filings, though it uses external managers across multiple alternative categories when allocating client capital.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices