Perpetual Americas Funds Distributors, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
47
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 that functions as a fund distributor rather than as an investment manager or capital allocator. The entity has been SEC-registered since 2007 and is owned by a mix of domestic corporate and individual interests. Public data indicate it does not operate as an advising or multi-state advisory business, it does not present itself as a pension consultant or related adviser, and it does not identify as an active ESG investor. As a distributor, the firm's role is focused on marketing and distributing pooled investment products rather than holding or managing client assets. Several standard firm descriptors — fee structure, client base composition, and advisory activities — are not provided in the available record.

Assets & Accounts

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

3 of 3
  • Gordon Taylor

    Gordon Taylor

    Chief Compliance OfficerCRD 2990648

  • Kelly Whetstone

    Kelly Whetstone

    Chief Compliance Officer and Associate General CounselCRD 5380134

  • Susan La Fond

    Susan La Fond

    Managing Director, Chief Compliance OfficerCRD 4512785

Contacts

3 of 44
  • Jeffrey Laroche

    Jeffrey Laroche

    Principal ConsultantCRD 2875921

  • Jared Lucero

    Jared Lucero

    Registered RepresentativeCRD 6753518

  • Zachary Wehner

    Zachary Wehner

    Director, Client Portfolio ManagerCRD 6705011

Unlock 41 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth