Perennial Advisors Group, LLC
● SEC registered since 2004CRD 128600SEC# 801-62908Westford, MA
Reg. AUM
$397.4M
Employees
4
Accounts
662
Location
Westford, MA
Perennial Advisors Group, LLC assets under management
Perennial Advisors Group, LLC is an SEC-registered investment adviser based in Westford, MA. The firm has been registered since 2004. It reports $397.4 million in regulatory assets under management and employs 4 people.
Perennial Advisors Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Allan Carpenter Control | Managing Member/Owner/Principal | Under 5% | 1998 |
| Kelsey Lynn Brennan | Chief Compliance Officer/Principal/Financial Advisor | 10-25% | 2024 |
| Memento Trust Control | Shareholder | 50-75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Perennial Advisors Group, LLC manage?
Perennial Advisors Group, LLC reports $397.4 million in regulatory assets under management on its Form ADV.
How many employees does Perennial Advisors Group, LLC have?
Perennial Advisors Group, LLC reports 4 employees.
Where is Perennial Advisors Group, LLC located?
Perennial Advisors Group, LLC is based in Westford, MA and has been SEC-registered since 2004.
Does Perennial Advisors Group, LLC disclose fund performance?
Perennial Advisors Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 270 Littleton Road, Suite 19, Westford, MA 01886 |
| Phone | (978) 577-6025 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$397.4M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$397.4Mregulatory AUM
Discretionary $397.4M