SEC Form 13F · Q3 2026

Perennial Advisors, LLC

Institutional Holdings Report

13F-HRNY
$669.4M
Portfolio Value
140
Holdings
Q3 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
Perennial Advisors, LLC
CIK
1697360
Accession No.
0001697360-26-000005
Location
NEW YORK, NY
Form Type
13F-HR
Portfolio Value
$669.4M
Holdings Reported
140
Reporting Period
Q3 2026
Filed
October 13, 2026

About this Filing

Perennial Advisors, LLC is an institutional investment manager based in NEW YORK, NY reporting approximately $669.4M in 13(f) securities across 140 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.