PERINI CAPITAL

RIASEC RegisteredEst. 2021

Total AUM

$287M

Discretionary

$164M

57% of AUM

Avg account

$4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: CARLSBAD, New Mexico
CRD number: 158540
Registered since: April 26, 2021
Website: www.perinicapital.com
Custodians: U.S. BANK, N.A.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles50.54%
HNWI32.51%
Investment Companies16.4%
Individuals0.55%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Perini Capital is an LLC that registered with the SEC in 2021 and operates as a multi-strategy manager that serves both individual and institutional clients. The firm functions as a capital allocator and sponsor/GP/managing member of pooled investment vehicles, running private funds while also providing direct portfolio management. Its organization is described as a blend of hedge fund, private equity fund and broader multifaceted fund manager activity. Compensation is a mix of percentage-of-AUM and performance-based fees. Advisory services include discretionary and non-discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and business or institutional clients. The firm does not characterize itself as an active ESG investor.