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 organized as a limited liability company and functions as a fund distributor rather than as an investment manager or capital allocator. The entity has been SEC-registered since 2007. Ownership is reported as a combination of a domestic corporate entity and an individual, and the firm is classified specifically as a fund distributor in regulatory filings. The firm does not operate as an investment adviser or pension consultant and is not identified as a multi-state adviser. It is not flagged as an active ESG investor in the available snapshot. There is no additional public detail on client types, fee schedules, or advisory services, consistent with a distribution-focused business rather than direct portfolio management.
Assets & Accounts
Investments & Alternatives
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 2
Gordon Taylor
Chief Compliance OfficerCRD 2990648

Susan La Fond
Managing Director, Chief Compliance OfficerCRD 4512785
Contacts
3 of 44
Robert Dick
ConsultantCRD 5820373

Tariq Akbar
ConsultantCRD 5245852

Kelly Shahinian
Marketing Compliance OfficerCRD 5291568
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
Similar firms
Foreside Fund Services, LLC
Broker-DealerPortland, ME
Maine Securities Corporation
Broker-DealerPortland, ME
Distribution Services, LLC
Broker-DealerPortland, ME
MGI Funds Distributors, LLC
Broker-DealerPortland, ME
Foreside Global Services, LLC
Broker-DealerPortland, ME
Funds Distributor, LLC
Broker-DealerPortland, ME