Perceptive Edge Investment Management, Inc.
● SEC registered since 2014CRD 119436SEC# 801-79412Wayzata, MN
Reg. AUM
$505M
Employees
4
Accounts
215
Location
Wayzata, MN
About Perceptive Edge Investment Management
Perceptive Edge is an independent fiduciary serving individuals, corporate retirement plans, and nonprofit organizations. It combines institutional-caliber research with personalized CFA and CFP advisory across individual wealth management and retirement plan, endowment, and foundation consulting.
Summary based on the firm’s website.
Perceptive Edge Investment Management, Inc. assets under management
Perceptive Edge Investment Management, Inc. is an SEC-registered investment adviser based in Wayzata, MN. The firm has been registered since 2014. It reports $505 million in regulatory assets under management and employs 4 people.
Perceptive Edge Investment Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beth K Carrington Control | Chief Executive Officer, Treasurer | 50-75% | 2002 |
| Brian Gustaf Carrington Control | President, Chief Financial Officer, Chief Compliance Officer | 50-75% | 2002 |
Frequently asked questions
How much does Perceptive Edge Investment Management, Inc. manage?
Perceptive Edge Investment Management, Inc. reports $505 million in regulatory assets under management on its Form ADV.
How many employees does Perceptive Edge Investment Management, Inc. have?
Perceptive Edge Investment Management, Inc. reports 4 employees.
Where is Perceptive Edge Investment Management, Inc. located?
Perceptive Edge Investment Management, Inc. is based in Wayzata, MN and has been SEC-registered since 2014.
Does Perceptive Edge Investment Management, Inc. disclose fund performance?
Perceptive Edge Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15600 Wayzata Blvd., Suite 101, Wayzata, MN 55391 |
| Phone | 952-476-2770 |
| Fax | 952-960-0129 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$505M▲ 11%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,369 advisers
EmployeesTop 69%
More than 31% of 16,804 advisers
Assets under management
$505Mregulatory AUM
Discretionary $183.1MNon-discretionary $321.9M