PERENNIAL ADVISORS, LLC
Legal name: PERENNIAL
CRD #168859 SEC #801-78537 NEW YORK, NY 212-652-3900
SEC Registered
Total AUM
$666.5M
Discretionary
$661.9M
Employees
5
Clients
101
Accounts
458
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $666.5M | $661.9M | $4.6M | 5 | 0 |
| Jan 2025 | $591.7M | $586.5M | $5.2M | 5 | 0 |
| Mar 2024 | $591.7M | $586.5M | $5.2M | 5 | 0 |
| Mar 2023 | $455.9M | $450.9M | $5M | 4 | 0 |
| Jan 2023 | $490.5M | $485.3M | $5.2M | 5 | 0 |
| Mar 2022 | $490.5M | $485.3M | $5.2M | 5 | 0 |
| Feb 2022 | $490.5M | $485.3M | $5.2M | 5 | 0 |
| Mar 2021 | $394.5M | $390.6M | $3.9M | 5 | 0 |
| Jun 2020 | $311.1M | $307.3M | $3.8M | 5 | 0 |
| Mar 2020 | $311.1M | $307.3M | $3.8M | 5 | 0 |
| Jan 2020 | $244.9M | $235.5M | $9.4M | 4 | 0 |
| Mar 2019 | $244.9M | $235.5M | $9.4M | 4 | 0 |
| Mar 2018 | $246.7M | $238.1M | $8.6M | 4 | 0 |
| Sep 2017 | $220.2M | $200.3M | $19.9M | 4 | 26 |
| Mar 2017 | $220.2M | $200.3M | $19.9M | 4 | 26 |
| Mar 2016 | $173.4M | $125.2M | $48.2M | 4 | 26 |
| Jan 2016 | $113.3M | $95.1M | $18.2M | 4 | 26 |
| Sep 2015 | $113.3M | $95.1M | $18.2M | 4 | 26 |
| Mar 2015 | $113.3M | $95.1M | $18.2M | 4 | 26 |
| Jun 2014 | $74.5M | $56.4M | $18M | 3 | 11 |
| Mar 2014 | $74.5M | $56.4M | $18M | 3 | 11 |
| Dec 2013 | $59.9M | $43.3M | $16.5M | 3 | 0 |
| Nov 2013 | $0 | $0 | $0 | 3 | 0 |
| Nov 2013 | $0 | $0 | $0 | 3 | 0 |
| Nov 2013 | $0 | $0 | $0 | 3 | 0 |
| Aug 2013 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$666.5M
Discretionary$661.9M
Non-Disc.$4.6M
Employees5
Clients0
DateJan 2025
Total AUM$591.7M
Discretionary$586.5M
Non-Disc.$5.2M
Employees5
Clients0
DateMar 2024
Total AUM$591.7M
Discretionary$586.5M
Non-Disc.$5.2M
Employees5
Clients0
DateMar 2023
Total AUM$455.9M
Discretionary$450.9M
Non-Disc.$5M
Employees4
Clients0
DateJan 2023
Total AUM$490.5M
Discretionary$485.3M
Non-Disc.$5.2M
Employees5
Clients0
DateMar 2022
Total AUM$490.5M
Discretionary$485.3M
Non-Disc.$5.2M
Employees5
Clients0
DateFeb 2022
Total AUM$490.5M
Discretionary$485.3M
Non-Disc.$5.2M
Employees5
Clients0
DateMar 2021
Total AUM$394.5M
Discretionary$390.6M
Non-Disc.$3.9M
Employees5
Clients0
DateJun 2020
Total AUM$311.1M
Discretionary$307.3M
Non-Disc.$3.8M
Employees5
Clients0
DateMar 2020
Total AUM$311.1M
Discretionary$307.3M
Non-Disc.$3.8M
Employees5
Clients0
DateJan 2020
Total AUM$244.9M
Discretionary$235.5M
Non-Disc.$9.4M
Employees4
Clients0
DateMar 2019
Total AUM$244.9M
Discretionary$235.5M
Non-Disc.$9.4M
Employees4
Clients0
DateMar 2018
Total AUM$246.7M
Discretionary$238.1M
Non-Disc.$8.6M
Employees4
Clients0
DateSep 2017
Total AUM$220.2M
Discretionary$200.3M
Non-Disc.$19.9M
Employees4
Clients26
DateMar 2017
Total AUM$220.2M
Discretionary$200.3M
Non-Disc.$19.9M
Employees4
Clients26
DateMar 2016
Total AUM$173.4M
Discretionary$125.2M
Non-Disc.$48.2M
Employees4
Clients26
DateJan 2016
Total AUM$113.3M
Discretionary$95.1M
Non-Disc.$18.2M
Employees4
Clients26
DateSep 2015
Total AUM$113.3M
Discretionary$95.1M
Non-Disc.$18.2M
Employees4
Clients26
DateMar 2015
Total AUM$113.3M
Discretionary$95.1M
Non-Disc.$18.2M
Employees4
Clients26
DateJun 2014
Total AUM$74.5M
Discretionary$56.4M
Non-Disc.$18M
Employees3
Clients11
DateMar 2014
Total AUM$74.5M
Discretionary$56.4M
Non-Disc.$18M
Employees3
Clients11
DateDec 2013
Total AUM$59.9M
Discretionary$43.3M
Non-Disc.$16.5M
Employees3
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0