Investment adviser · CRD 144256
PERIOPE, LC
Investment adviser filing (IA)
ST. GEORGE, UT, United States · Form ADV filed Feb 27, 2026
- Regulatory AUM
- $177M Form ADV · Item 5.F
- Client accounts
- 725 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 120 | $124,125,401 | 70.0% |
| Individuals | 508 | $53,116,469 | 30.0% |
Filing source
Form ADV 2050868 · Feb 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
162 NORTH 400 EAST, BLDG. A, SUITE 201ST. GEORGE, UT, 84770, United States
CRD 144256
Filing source
Form ADV 2050868 · Feb 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.