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 is registered with the SEC since 2007. The firm is classified as a fund distributor rather than a traditional investment manager or advisor; its owner structure is listed as a domestic entity and individual. Public data indicate it does not act as a capital allocator and is not positioned as a multi-state adviser or pension consultant.
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 45
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
Orbis Investments (U.S), LLC
Broker-DealerPortland, ME
Imst Distributors, LLC
Broker-DealerPortland, ME
Sterling Capital Distributors, LLC
Broker-DealerPortland, ME
Northern Funds Distributors, LLC
Broker-DealerPortland, ME
Distribution Services, LLC
Broker-DealerPortland, ME
MGI Funds Distributors, LLC
Broker-DealerPortland, ME