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 with the SEC as a limited liability company since 2007. FINTRX classifies the entity as unclassified and lists the owner type as a domestic entity/individual. The profile shows the firm is not a capital allocator and is not identified as an active ESG investor. Other advisor attributes in the record (multi-state adviser, newly formed adviser, pension consultant, related adviser) are all marked “No.”
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 2
Kelly Whetstone
Chief Compliance Officer and Associate General CounselCRD 5380134
Susan La Fond
Managing Director, Chief Compliance OfficerCRD 4512785
Contacts
3 of 45
Jeffrey 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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