PERENNIAL
SEC RegisteredWe help our clients realize the most important moments in their lives – no matter how aspirational they might be
About the firm
Perennial is a modern, partner-driven wealth management and investment firm serving families, professionals and institutions. The firm was founded to be smarter and more thoughtful in the way it advocates for clients, with alignment of interests above all else. Its partners have more than sixty years of combined experience making public and private equity investments.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Perennial offers Investment Strategy & Management (asset allocation, portfolio construction, direct investment management, cost and fee evaluation, performance reporting, concentrated position analysis, hedging, alternative and private investments), Family Planning & Advisory (professional adviser coordination, investment-related tax review, estate planning and wealth transfer, private business advisory, debt financing, philanthropic planning, family education and governance, life insurance review, investment policy statements), and Organizational Support (holistic reporting, record-keeping, cash management, asset transfers, cash flow analysis, legal entity review, transaction reconciliation).
Who they serve
Families, professionals and institutions who share a common vision to be in it for the long term.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6 | $1.9M |
| High Net Worth Individuals | 111 | $739M |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PERENNIAL 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.
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