Perennial Advisors, LLC
● SEC registered since 2013CRD 168859SEC# 801-78537New York, NY
Reg. AUM
$761.9M
Employees
5
Accounts
493
Location
New York, NY
Perennial Advisors, LLC assets under management
Perennial Advisors, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2013. It reports $761.9 million in regulatory assets under management and employs 5 people.
Perennial Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chris Joseph Heintz Control | Managing Partner And Chief Compliance Officer | 25-50% | 2013 |
| Scott Fabrikant Strasser Control | Managing Partner | 25-50% | 2013 |
| Shyamli Milam Control | Partner | 10-25% | 2013 |
Frequently asked questions
How much does Perennial Advisors, LLC manage?
Perennial Advisors, LLC reports $761.9 million in regulatory assets under management on its Form ADV.
How many employees does Perennial Advisors, LLC have?
Perennial Advisors, LLC reports 5 employees.
Where is Perennial Advisors, LLC located?
Perennial Advisors, LLC is based in New York, NY and has been SEC-registered since 2013.
Does Perennial Advisors, LLC disclose fund performance?
Perennial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1350 Avenue of the Americas, Suite 1920, New York, NY 10019 |
| Phone | 212-652-3900 |
| Fax | 818-797-2218 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1697360 |
| Discloses disciplinary history | No |
Regulatory AUM
$761.9M▲ 29%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$761.9Mregulatory AUM
Discretionary $757MNon-discretionary $4.9M