Investment adviser · CRD 105028

PERKINS CAPITAL MANAGEMENT INC

Investment adviser filing (IA)

WAYZATA, MN, United States · Form ADV filed Jul 24, 2026

Regulatory AUM
$148M
Form ADV · Item 5.F
Client accounts
138
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals56$105,866,48271.6%
Individuals72$19,110,93812.9%
Charities5$8,934,7096.0%
Corporations & businessesFewer than 5$7,248,9444.9%
Retirement plansFewer than 5$6,681,0204.5%
Filing source

Form ADV 2120780 · Jul 24, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PYRAMID PARTNERS LPHedge Fund · Last reported Mar 31, 2017$1.94MGross asset value
Auditor RSM US LLP MINNEAPOLIS, Minnesota, United States
Custodian RBC CAPITAL MARKETS, LLC MINNEAPOLIS, Minnesota, United States Related to adviser: No
Prime broker RBC CAPITAL MARKETS, LLC MINNEAPOLIS, Minnesota, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RBC CAPITAL MARKETS, LLC
SEC 8-45411

RBC CAPITAL MARKETS, LLC
CRD 31194 · SEC 8-45411

Fund details & source
Fund ID
805-8977070935
Reported beneficial owners
9
Minimum commitment
$125K

Form ADV 1098906 · Mar 31, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 24, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

730 LAKE STREET EAST
WAYZATA, MN, 55391-1769, United States

CRD 105028

Filing source

Form ADV 2120780 · Jul 24, 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.