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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Gordon Taylor
Chief Compliance OfficerCRD 2990648

Kelly Whetstone
Chief Compliance Officer and Associate General CounselCRD 5380134

Susan La Fond
Managing Director, Chief Compliance OfficerCRD 4512785
Contacts
3 of 44
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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