LP Profile

Perennial Advisors

Also known as Perennial

Wealth ManagerNew York, United StatesFounded 2013
$600M
Assets Under Management
New York
Headquarters
Investment Focus

About Perennial Advisors

Perennial Advisors is an investment advisor based in New York City, New York. Established in 2013, the firm provides wealth advisory and investment management services to clients. The assets of the firm are managed by the executive management team.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Perennial Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$761.9M
Total Clients
493
Filing Date
March 2, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Perennial Advisors?

Perennial Advisors is a wealth manager based in New York, United States, managing approximately $600M in assets.

Where is Perennial Advisors headquartered?

Perennial Advisors is headquartered in New York, United States.

How much does Perennial Advisors manage?

Perennial Advisors manages approximately $600M in assets under management.

When was Perennial Advisors founded?

Perennial Advisors was founded in 2013.

How can I contact Perennial Advisors?

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