PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
SEC RegisteredProviding confidence in guiding complex decisions, providing oversight based on wisdom, and offering extensive knowledge backed with formal educations.
About the firm
Perceptive Edge is a registered investment advisory firm committed to building long-term relationships while providing exceptional investment and retirement consulting services. Their goal is to provide confidence in guiding complex decisions, provide oversight based on wisdom, and offer extensive knowledge backed with formal educations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement Plan Consulting (corporate and participant), Individual Wealth Management (including retirement income planning for individuals and executives/business owners), and Endowment & Foundation Consulting (tailored portfolios incorporating spending policy and investment restrictions).
Who they serve
Corporations, retirement plan participants, individuals, executives, business owners, endowments, and foundations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 62 | $5.4M |
| High Net Worth Individuals | 29 | $166M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| State/Municipal Entities | 6 | — |
| Insurance Companies | 0 | — |
| Corporations | 0 | — |
18 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 0.80% |
| Next $500,000 | 0.70% |
| Next $500,000 | 0.60% |
| Over $2,500,000 | 0.50% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.