PERKINS INVESTMENT MANAGEMENT LLC
CRD #126925 SEC #801-62042 CHICAGO, IL 312-922-0355
SEC Registered
Total AUM
$8B
Discretionary
$8B
Employees
21
Clients
--
Accounts
21
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $8B | $8B | $0 | 21 | 4 |
| Jun 2020 | $8.7B | $8.7B | $0 | 22 | 16 |
| Mar 2020 | $8.7B | $8.7B | $0 | 22 | 16 |
| Oct 2019 | $7.8B | $7.8B | $0 | 22 | 21 |
| Mar 2019 | $7.8B | $7.8B | $0 | 22 | 21 |
| Nov 2018 | $10.2B | $10.2B | $0 | 23 | 21 |
| Mar 2018 | $10.2B | $10.2B | $0 | 25 | 21 |
| Jun 2017 | $9B | $9B | $0 | 25 | 100 |
| Mar 2017 | $9B | $9B | $0 | 25 | 100 |
| Apr 2016 | $8B | $8B | $0 | 26 | 200 |
| Mar 2016 | $8B | $8B | $0 | 26 | 200 |
| Oct 2015 | $11.9B | $11.9B | $0 | 28 | 200 |
| Aug 2015 | $11.9B | $11.9B | $0 | 28 | 200 |
| Mar 2015 | $11.9B | $11.9B | $0 | 28 | 200 |
| Jan 2015 | $16.4B | $16.4B | $0 | 29 | 200 |
| Jan 2015 | $16.4B | $16.4B | $0 | 29 | 200 |
| Apr 2014 | $16.4B | $16.4B | $0 | 29 | 200 |
| Mar 2014 | $16.4B | $16.4B | $0 | 29 | 200 |
| Feb 2014 | $16.9B | $16.9B | $0 | 29 | 300 |
| Dec 2013 | $16.9B | $16.9B | $0 | 29 | 300 |
| Dec 2013 | $16.9B | $16.9B | $0 | 29 | 300 |
| Mar 2013 | $16.9B | $16.9B | $0 | 29 | 300 |
| Mar 2012 | $18.1B | $18B | $104M | 11 | 1,000 |
| Mar 2011 | $19.6B | $19.6B | $0 | -- | -- |
| Sep 2009 | $9.2B | $9.2B | $0 | -- | -- |
| Jun 2009 | $9.2B | $9.2B | $0 | -- | -- |
| Mar 2009 | $9.2B | $9.2B | $0 | -- | -- |
| Mar 2008 | $10.1B | $10.1B | $0 | -- | -- |
| Sep 2007 | $10.2B | $10.2B | $0 | -- | -- |
| Mar 2007 | $10.2B | $10.2B | $0 | -- | -- |
| Jan 2007 | $10.1B | $10.1B | $0 | -- | -- |
| Jan 2006 | $9.5B | $9.5B | $0 | -- | -- |
| Sep 2005 | $9.5B | $9.5B | $0 | -- | -- |
| May 2005 | $9.5B | $9.5B | $0 | -- | -- |
| Apr 2004 | $7.2B | $7.2B | $0 | -- | -- |
| Mar 2004 | $7.2B | $7.2B | $0 | -- | -- |
DateMar 2021
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees21
Clients4
DateJun 2020
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees22
Clients16
DateMar 2020
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees22
Clients16
DateOct 2019
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees22
Clients21
DateMar 2019
Total AUM$7.8B
Discretionary$7.8B
Non-Disc.$0
Employees22
Clients21
DateNov 2018
Total AUM$10.2B
Discretionary$10.2B
Non-Disc.$0
Employees23
Clients21
DateMar 2018
Total AUM$10.2B
Discretionary$10.2B
Non-Disc.$0
Employees25
Clients21
DateJun 2017
Total AUM$9B
Discretionary$9B
Non-Disc.$0
Employees25
Clients100
DateMar 2017
Total AUM$9B
Discretionary$9B
Non-Disc.$0
Employees25
Clients100
DateApr 2016
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees26
Clients200
DateMar 2016
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees26
Clients200
DateOct 2015
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees28
Clients200
DateAug 2015
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees28
Clients200
DateMar 2015
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$0
Employees28
Clients200
DateJan 2015
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees29
Clients200
DateJan 2015
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees29
Clients200
DateApr 2014
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees29
Clients200
DateMar 2014
Total AUM$16.4B
Discretionary$16.4B
Non-Disc.$0
Employees29
Clients200
DateFeb 2014
Total AUM$16.9B
Discretionary$16.9B
Non-Disc.$0
Employees29
Clients300
DateDec 2013
Total AUM$16.9B
Discretionary$16.9B
Non-Disc.$0
Employees29
Clients300
DateDec 2013
Total AUM$16.9B
Discretionary$16.9B
Non-Disc.$0
Employees29
Clients300
DateMar 2013
Total AUM$16.9B
Discretionary$16.9B
Non-Disc.$0
Employees29
Clients300
DateMar 2012
Total AUM$18.1B
Discretionary$18B
Non-Disc.$104M
Employees11
Clients1,000
DateMar 2011
Total AUM$19.6B
Discretionary$19.6B
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees--
Clients--
DateJun 2009
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$10.2B
Discretionary$10.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$10.2B
Discretionary$10.2B
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$9.5B
Discretionary$9.5B
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$7.2B
Discretionary$7.2B
Non-Disc.$0
Employees--
Clients--