PERIGEE CAPITAL, LP

RIASEC RegisteredEst. 2023
Total AUM
$426M
Discretionary
$426M
100% of AUM
Avg account
$3.6M
Accounts
119
Employees
1
Advisory reps
1

Firm details

Headquarters
SARASOTA, Florida
CRD number
122085
Registered since
March 23, 2023
Fee structure
Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Perigee Capital, LP is a limited partnership that acts as an investment adviser to pooled investment vehicles, with an institutional client base and a fixed-fee schedule. The firm was registered with the SEC in 2023 and focuses its advisory activity on portfolio management for pooled vehicles rather than on individual retail accounts. Perigee Capital does not market itself as an active ESG investor, and it is not structured as a capital allocator or pension consultant. The firm’s industry roles extend beyond advisory work: filings indicate affiliations with broker-dealers, accounting firms, insurance companies and that Perigee Capital can act as sponsor, general partner, and managing member of pooled investment vehicles. That positioning suggests the firm runs or controls pooled structures where it both manages investments and fulfills sponsor/GP responsibilities. Investment preference centers on private-market strategies and direct engagements in pooled structures. Perigee Capital’s placement as adviser and sponsor to pooled vehicles implies a focus on manager selection, fund structuring, and concentrated allocations rather than broad multi-manager public-market exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • GEORGE STROBEL

    FounderCRD 2654327

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SARASOTA, FL

SARASOTA

Location

SARASOTA, FL

Headquartered in SARASOTA, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
SARASOTA
Address
1990 Main St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth