PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC
Firm details
- Headquarters
- PORTLAND, Maine
- CRD number
- 143809
- Registered since
- September 21, 2007
- Website
- www.johcm.com
Firm profile
FINTRXOverview
Perpetual Americas Funds Distributors, LLC is registered as a limited liability company and appears in SEC records with a registration date of 2007. Filings list ownership as a combination of a domestic corporate entity and an individual. The firm is recorded as an unclassified entity rather than a typical advisory classification; available data indicate it is not a capital allocator, not an active ESG investor, and is not designated as a multi-state or newly formed adviser. The dataset does not provide specifics on advisory activities, fee schedules, or client segments.
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
Owners & executives
2 of 2Kelly Whetstone
Chief Compliance Officer and Associate General CounselCRD 5380134
Susan La Fond
Managing Director, Chief Compliance OfficerCRD 4512785
Contacts
3 of 45Jeffrey Laroche
Principal ConsultantCRD 2875921
Jared Lucero
Registered RepresentativeCRD 6753518
Zachary Wehner
Director, Client Portfolio ManagerCRD 6705011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTLAND, ME
CUMBERLAND
Location
PORTLAND, ME
Headquartered in PORTLAND, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- CUMBERLAND
- Address
- 190 Middle St
- Time zone
- ET (UTC-5)
- Office locations
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