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Perkins Capital Management Inc

● SEC registered since 1984CRD 105028SEC# 801-22888Wayzata, MN
Export (members)
Reg. AUM
$139M
Employees
9
Accounts
148
Location
Wayzata, MN

Perkins Capital Management Inc assets under management

Perkins Capital Management Inc is an SEC-registered investment adviser based in Wayzata, MN. The firm has been registered since 1984. It reports $139 million in regulatory assets under management and employs 9 people.

Perkins Capital Management Inc owners & executives

4 reported
NameTitleOwnershipSince
Daniel Scott Perkins ControlChief Operating Officer50-75%2019
Harry Allen Lee LindbergVice PresidentUnder 5%1993
Nancy Sue LindbergAvp OperationsUnder 5%2005
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Frequently asked questions

How much does Perkins Capital Management Inc manage?

Perkins Capital Management Inc reports $139 million in regulatory assets under management on its Form ADV.

How many employees does Perkins Capital Management Inc have?

Perkins Capital Management Inc reports 9 employees.

Where is Perkins Capital Management Inc located?

Perkins Capital Management Inc is based in Wayzata, MN and has been SEC-registered since 1984.

Does Perkins Capital Management Inc disclose fund performance?

Perkins Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address730 Lake Street East, Wayzata, MN 55391-1769
Phone952-473-8367
Fax952-476-7911
Office hours8:30 To 4:30
SEC regionChicago Regional Office (CHRO)
CIK884300
Discloses disciplinary historyNo

Regulatory AUM

$139M▲ 9%
Mar '25 — $127.2MApr '25 — $127.2MMay '25 — $127.2MJun '25 — $127.2MJul '25 — $127.2MAug '25 — $127.2MSep '25 — $127.2MOct '25 — $127.2MNov '25 — $127.2MDec '25 — $127.2MJan '26 — $127.2MFeb '26 — $127.2MMar '26 — $139MApr '26 — $139MMay '26 — $139MJun '26 — $139M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$139Mregulatory AUM
Discretionary $139M