RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 13, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNERD Control
HEINTZ, CHRIS, JOSEPHIMANAGING MEMBERD Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNERD Control
HEINTZ, CHRIS, JOSEPHIMANAGING MEMBER AND PRINCIPALD Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNERD Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNERD Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNERD Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNERD Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNERD Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNERD Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNERD Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNERD Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNERD Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNERD Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNERD Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNERD Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
STRASSER, SCOTT, FABRIKANTIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
STRASSER, SCOTT, FABRIKANTIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER AND PRINCIPALD Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERD Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERC Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERC Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERC Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERC Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERC Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERC Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERC Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERC Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERC Control
HEINTZ, CHRIS, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERC Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNERC Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNERC Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNERC Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNERC Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNERC Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNERC Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNERC Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNERC Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNERC Control
STRASSER, SCOTT, FABRIKANTIMANAGING PARTNERC Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPRINCIPALB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control
MILAM, SHYAMLIIPARTNERB Control

Registrations

Federal

IA
Feb 13, 2025 REGISTERED

Notice Filings (7)

CA CT FL MA NJ NY TX

Address

1350 AVENUE OF THE AMERICAS
SUITE 1920
NEW YORK, NY 10019
United States
Phone: 212-652-3900