PERENNIAL ADVISORS GROUP, LLC
CRD #128600 SEC #801-62908 WESTFORD, MA (978) 577-6025
SEC Registered
Total AUM
$324M
Discretionary
$324M
Employees
4
Clients
101
Accounts
688
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 4, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL | NA | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL | NA | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL | NA | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL | NA | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL | NA | Control |
| CARPENTER, DAVID, ALLAN | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER/CFO,CEO,COO,CLO | E | Control |
| CARPENTER, DAVID, ALLAN | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER/CFO,CEO,COO,CLO | E | Control |
| CARPENTER, DAVID, ALLAN | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER/CFO,CEO,COO,CLO | E | Control |
| CARPENTER, DAVID, ALLAN | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER/CFO,CEO,COO | E | Control |
| CARPENTER, DAVID, ALLAN | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER/CFO,CEO,COO | E | Control |
| CARPENTER, DAVID, ALLAN | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER/CFO,CEO,COO | E | Control |
| CARPENTER, DAVID, ALLAN | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER/CFO,CEO,COO | E | Control |
| CARPENTER, DAVID, ALLAN | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER/CFO,CEO,COO | E | Control |
| CARPENTER, DAVID, ALLAN | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER/CFO,CEO,COO | E | Control |
| CARPENTER, DAVID, ALLAN | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER/CFO,CEO,COO | E | Control |
| CARPENTER, DAVID, ALLAN | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, DAVID, ALLAN | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER/CFO,CEO,COO | E | Control |
| CARPENTER, DAVID, ALLAN | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, DAVID, ALLAN | I | OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL | E | Control |
| CARPENTER, DAVID, ALLAN | I | MANAGING MEMBER/OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| MEMENTO TRUST | DE | SHAREHOLDER | D | Control |
| MEMENTO TRUST | DE | SHAREHOLDER | D | Control |
| MEMENTO TRUST | DE | SHAREHOLDER | D | Control |
| MEMENTO TRUST | DE | SHAREHOLDER | D | Control |
| MEMENTO TRUST | DE | SHAREHOLDER | D | Control |
| BRENNAN, KELSEY, LYNN | I | FINANCIAL ADVISOR | B | |
| BRENNAN, KELSEY, LYNN | I | FINANCIAL ADVISOR | B | |
| BRENNAN, KELSEY, LYNN | I | FINANCIAL ADVISOR | B | |
| BRENNAN, KELSEY, LYNN | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL/FINANCIAL ADVISOR | B | |
| BRENNAN, KELSEY, LYNN | I | FINANCIAL ADVISOR | B | |
| BRENNAN, KELSEY, LYNN | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL/FINANCIAL ADVISOR | B | |
| BRENNAN, KELSEY, LYNN | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL/FINANCIAL ADVISOR | B | |
| BRENNAN, KELSEY, LYNN | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL/FINANCIAL ADVISOR | B | |
| BRENNAN, KELSEY, LYNN | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL/FINANCIAL ADVISOR | B | |
| BRENNAN, KELSEY, LYNN | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL/FINANCIAL ADVISOR | B | |
| DOSTIE, TYLER, BRUCE | I | FINANCIAL ADVISOR/SHAREHOLDER | B | Control |
| DOSTIE, TYLER, BRUCE | I | FINANCIAL ADVISOR/SHAREHOLDER | B | Control |
| DOSTIE, TYLER, BRUCE | I | FINANCIAL ADVISOR/SHAREHOLDER | B | Control |
| DOSTIE, TYLER, BRUCE | I | FINANCIAL ADVISOR/SHAREHOLDER | B | Control |
| DOSTIE, TYLER, BRUCE | I | FINANCIAL ADVISOR/SHAREHOLDER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARPENTER, DAVID, ALLAN | I | MEMENTO TRUST | E | Control |
| CARPENTER, DAVID, ALLAN | I | MEMENTO TRUST | E | Control |
| CARPENTER, DAVID, ALLAN | I | MEMENTO TRUST | E | Control |
| CARPENTER, DAVID, ALLAN | I | MEMENTO TRUST | E | Control |
Registrations
Federal
IA
Mar 4, 2025 REGISTERED
Notice Filings (4)
MA ME NH TX
Address
270 LITTLETON ROADSUITE 19
WESTFORD, MA 01886
United States
Phone: (978) 577-6025