Perkins Capital Management Inc

RIASEC RegisteredEst. 1984
Total AUM
$148M
Discretionary
$148M
100% of AUM
Avg account
$1.1M
Accounts
138
Employees
9
Advisory reps
4

Firm details

Headquarters
Wayzata, Minnesota
CRD number
105028
Registered since
December 5, 1984
Custodians
RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM
Client types
  • HNWI71.61%
  • Individuals12.93%
  • Charitable Organizations6.04%
  • Corporations / Businesses4.9%
  • Pension & Profit Sharing Plans4.52%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Perkins Capital Management Inc is a small, SEC-registered corporate adviser founded in 1984 and owned by an individual. The firm serves both individual/family and institutional clients, charging fees as a percentage of assets under management and focusing its advisory work on portfolio management for individuals and small businesses. Perkins is not registered as a multi-state adviser, does not describe itself as an active ESG investor, and is not positioned as a capital allocator; instead it uses external managers for certain alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Cash & Cash Equivalents 4%, US Government Bonds 2%, Other 1%93%
  • Exchange Traded Equities93%
  • Cash & Cash Equivalents4%
  • US Government Bonds2%
  • Other1%

Owners & executives

1 of 1
  • Daniel Perkins

    Daniel Perkins

    Chief Operating OfficerCRD 2250640

Contacts

3 of 3
  • Harry Lindberg

    Vice President and Portfolio ManagerCRD 724361

  • Richard Perkins

    Richard Perkins

    PresidentCRD 851551

  • Nancy Lindberg

    Assistant Vice PresidentCRD 1170570

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Wayzata, MN

Hennepin

Location

Wayzata, MN

Headquartered in Wayzata, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
730 Lake St E
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth