PERENNIAL CAPITAL ADVISORS, LLC
Adviser information for PERENNIAL CAPITAL ADVISORS, LLC last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $92.0M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $92.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $92.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-74109 |
|---|---|
| SEC ERA File Number | 801-74109 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156289 |
| Legal Entity Identifier | None |
Principal Office
ONE WASHINGTON11TH FLOOR
BOSTON
MA
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 617-248-8960, Fax: None
Websites
Chief Compliance Officer
LESLIE E. GREIS
MANAGING MEMBER
ONE WASHINGTON
11TH FLOOR
BOSTON
MA
United States
Tel:
617-248-8960 X202
L*****@***************M
(Full email address available in API data)
Regulatory Contact
MAX J. MAHONEY
PARTNER
7 CENTRAL STREET
SUITE 226
ARLINGTON
MA
United States
Tel:
781-643-1254
Fax:
6175803333
M***@************M
(Full email address available in API data)
Industry Affiliates
| PERENNIAL CAPITAL MANAGEMENT II, LIMITED PARTNERSHIP | Sponsor, GP, manager of pooled investment vehicles |
| PERENNIAL CAPITAL MANAGEMENT III, LIMITED PARTNERSHIP | Sponsor, GP, manager of pooled investment vehicles |
| PERENNIAL CAPITAL MANAGEMENT IV, LIMITED PARTNERSHIP | Sponsor, GP, manager of pooled investment vehicles |
| PERENNIAL CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PERENNIAL REAL ESTATE FUND II, LIMITED PARTNERSHIP | Real Estate Fund | $12.7M | $0.5M | 45 |
| PERENNIAL REAL ESTATE FUND III, LIMITED PARTNERSHIP | Real Estate Fund | $21.3M | $0.5M | 46 |
| PERENNIAL REAL ESTATE FUND IV, LIMITED PARTNERSHIP | Real Estate Fund | $44.4M | $0.5M | 46 |
| PERENNIAL REAL ESTATE FUND, LIMITED PARTNERSHIP | Real Estate Fund | $2.4M | $0.5M | 47 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GREIS, LESLIE, ENDRES | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 10/2003 | > 75% |