Perpetual Americas Funds Distributors, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
46
Avg account
$0

Firm details

Headquarters
Portland, Maine
CRD number
143809
Registered since
September 21, 2007

Firm profile

FINTRX

Overview

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

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

2 of 2
  • Gordon Taylor

    Gordon Taylor

    Chief Compliance OfficerCRD 2990648

  • Susan La Fond

    Susan La Fond

    Managing Director, Chief Compliance OfficerCRD 4512785

Contacts

3 of 44
  • Robert Dick

    Robert Dick

    ConsultantCRD 5820373

  • Tariq Akbar

    Tariq Akbar

    ConsultantCRD 5245852

  • Kelly Shahinian

    Kelly Shahinian

    Marketing Compliance OfficerCRD 5291568

Unlock 41 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth