Norris Perne & French LLP
● SEC registered since 1984CRD 104683SEC# 801-3475Grand Rapids, MI
Reg. AUM
$2.69B
Employees
18
Accounts
3,233
Location
Grand Rapids, MI
Norris Perne & French LLP assets under management
Norris Perne & French LLP is a registered investment adviser overseen by the SEC based in Grand Rapids, MI. The firm has been registered since 1984. It reports $2.7 billion in regulatory assets under management and employs 18 people.
Norris Perne & French LLP owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Louis Dutcher Control | Limited Partner | 25-50% | 2014 |
| Daniel Jason Lupo Control | Limited Partner | 10-25% | 2019 |
| David Steven Hodge Control | Chief Compliance Officer/Limited Partner | 10-25% | 2020 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Norris Perne & French LLP manage?
Norris Perne & French LLP reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Norris Perne & French LLP have?
Norris Perne & French LLP reports 18 employees.
Where is Norris Perne & French LLP located?
Norris Perne & French LLP is based in Grand Rapids, MI and has been SEC-registered since 1984.
Does Norris Perne & French LLP disclose fund performance?
Norris Perne & French LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 40 Pearl St., NW, Suite 500, Grand Rapids, MI 49503-3026 |
| Phone | 616-459-3421 |
| Fax | 616-459-5369 |
| Office hours | 8:30 a.m. - 5:00p.m. (Est) |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1092290 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.69B▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$2.69Bregulatory AUM
Discretionary $2.69B