Investment adviser · CRD 155019

PERLMUTTER ADVISORS LLC

Investment adviser filing (IA)

HIGHLAND PARK, IL, United States · Form ADV filed Jul 6, 2016

Regulatory AUM
$50.7M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

2 Private funds

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

PIAC, LLCReal Estate Fund · Last reported Mar 18, 2015$41MGross asset value
Auditor ERNST & YOUNG CHICAGO, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7912154159
Reported beneficial owners
48
Minimum commitment
$5K

Form ADV 893522 · Mar 18, 2015 · 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.

PIC PINECREST LLCReal Estate Fund · Last reported Mar 18, 2015$1.9MGross asset value
Auditor MCGLADREY CHICAGO, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7389815318
Reported beneficial owners
19
Minimum commitment
$5K

Form ADV 893522 · Mar 18, 2015 · 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 6, 2016. View historical filings

Reported services

Pension consulting

Compensation

Fixed · Performance-based

Principal office

1849 GREEN BAY ROAD, 4TH FLOOR
HIGHLAND PARK, IL, 60035-3151, United States

CRD 155019

Filing source

Form ADV 1027095 · Jul 6, 2016 · 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.