Perkins Fund Marketing, L.L.C.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Jupiter, Florida
CRD number
45642
Registered since
October 29, 1998

Firm profile

FINTRX

Overview

Perkins Fund Marketing, L.L.C. is an individually owned limited liability company that is classified as a placement agent. That classification signals the firm’s primary role is intermediary work around capital raising—sourcing or introducing investors to fund managers—rather than acting as a capital allocator or running discretionary investment portfolios. The firm’s public profile indicates it does not operate as a capital allocator and is not an active ESG investor. It is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Information on its client segments, specific business activities, advisory services or fee schedule is not provided in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jupiter, FL

Palm Beach

Location

Jupiter, FL

Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
1001 N Us Highway 1
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth