PERIGEE SECURITIES LP
Firm details
- Headquarters
- SARASOTA, Florida
- CRD number
- 123210
- Registered since
- February 25, 2003
- Website
- perigeegroup.com
Firm profile
FINTRXOverview
Perigee Securities LP is organized as a partnership and has been registered with the SEC since 2003. Ownership is described as a combination of a domestic entity and an individual. The firm’s internal classification is listed as unclassified in the dataset. The record indicates Perigee Securities LP does not act as a capital allocator and is not flagged as an active ESG investor. It is also not identified as a multi-state adviser, a pension consultant, or a related adviser. The dataset does not provide detail on the firm’s client segments, fee schedule, specific advisory or business activities, or investment preferences.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9Benjamin Zachariah
DirectorCRD 6946904
Jeffrey Rubin
Managing PartnerCRD 7328367
Grady OGara
Senior AssociateCRD 5169239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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