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 shows SEC registration dating to 2003. The reported ownership structure combines a domestic entity and individual owners, and the firm is classified as "unclassified" in the dataset. Available metadata indicates it does not act as a capital allocator and is not identified as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. FINTRX does not include details on Perigee Securities LP’s advisory offerings, fee schedule, target client segments, or specific business activities. That absence of operational detail makes it difficult to profile the firm’s service model or investment emphasis beyond the high-level regulatory and ownership attributes reported.
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 9
Benjamin 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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