PERIOPE, LC

Overview

Periope, Lc is an SEC-registered limited liability company that provides advisory services to individual and family clients. The firm is set up as an owner-operated adviser (individual owner) and charges clients on a percentage-of-AUM basis. Its advisory scope includes portfolio management for individuals and small businesses, pension consulting work and the selection of other advisers, which signals a manager-of-managers approach when appropriate. Investment activity is focused on public funds and mutual funds as the primary vehicle, with the firm acting as a capital allocator to external managers for portions of its client assets. Periope, Lc reports no active ESG program and is not registered as a multi-state adviser. The firm operates predominantly in a non-discretionary capacity, directing asset allocation recommendations and manager selection while leaving final authority with clients.

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