Perennial
Firm details
- Headquarters
- New York, New York
- CRD number
- 168859
- Registered since
- September 9, 2013
- Website
- perennial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI97.05%
- Corporations / Businesses1.54%
- Charitable Organizations1.15%
- Individuals0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Perennial is an independent registered investment adviser organized as an LLC and registered with the SEC in 2013. The firm serves individual and family clients as well as institutional accounts, operating primarily as a fee-based adviser that charges both a percentage of assets under management and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party managers. Perennial identifies itself as a capital allocator and does not position as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities73%
- US Government Bonds9%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
Contacts
3 of 5
Scott Strasser
Managing PartnerCRD 6242609
Shyamli Milam
PartnerCRD 6271462
Chris Heintz
Managing PartnerCRD 2520867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$184M in ETFs
69%
$127M
12%
$56.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $17.4M | 45,646 | 9.44% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1350 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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