PERENNIAL CAPITAL ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
156289
Registered since
March 11, 2025

Firm profile

FINTRX

Overview

Perennial Capital Advisors, LLC operates as a compact sponsor and general partner that structures and manages pooled investment vehicles rather than acting as a broad retail advisory franchise. The firm’s activity centers on privately placed funds and direct real-asset strategies, with management control roles (sponsor, GP, managing member) indicating it originates and operates closed-end vehicles. Investment preference is weighted toward real estate and other private market opportunities; the firm does not position itself as an active ESG investor. Perennial uses discretionary authority across its managed vehicles, which points to an active asset-management style where the firm makes buy/sell and capital deployment decisions on behalf of fund investors. Given the modest overall scale, capital deployment appears concentrated in a few vehicles rather than a large number of separate advisory clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • LESLIE GREIS

    Founder and CIOCRD 1788121

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
1 Washington Mall
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth